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 10-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 | $94,046 | $167,484-43.8% | $151,611-38.0% | $134,475-30.1% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.5%-47.5pp | 81.2%-41.2pp |
| Annual return | -23.05% | 7.80%-30.8pp | 3.33%-26.4pp | 417.96%-441.0pp |
| Employer contribution / active EE | $6,189 | $6,829-9.4% | $6,166+0.4% | $4,740+30.6% |
| Participant deferral / active EE | $5,496 | $8,986-38.8% | $8,363-34.3% | $6,400-14.1% |
| Admin fee / account holder | $55 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |