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 8-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 | $14,876 | $42,383-64.9% | $76,523-80.6% | $64,186-76.8% |
| Participation rate | 17.8% | 58.1%-40.4pp | 68.0%-50.2pp | 69.6%-51.8pp |
| Annual return | -16.31% | -16.54%+0.2pp | -0.27%-16.0pp | 7.63%-23.9pp |
| Employer contribution / active EE | $263 | $1,563-83.2% | $2,647-90.1% | $2,381-89.0% |
| Participant deferral / active EE | $1,376 | $2,566-46.4% | $3,835-64.1% | $3,470-60.3% |
| Admin fee / account holder | $141 | $3,198-95.6% | $4,848-97.1% | $4,888-97.1% |