See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,151 | $34,934-50.9% | $56,411-69.6% | $74,495-77.0% |
| Participation rate | 12.6% | 32.8%-20.2pp | 52.5%-39.9pp | 67.2%-54.6pp |
| Annual return | 9.81% | 25.94%-16.1pp | 1701.33%-1691.5pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $269 | $609-55.9% | $1,039-74.1% | $2,623-89.8% |
| Participant deferral / active EE | $476 | $1,170-59.3% | $1,952-75.6% | $4,346-89.0% |
| Admin fee / account holder | $288 | $2,364-87.8% | $2,829-89.8% | $1,942-85.2% |