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 | $180,415 | $108,642+66.1% | $74,701+141.5% | $152,861+18.0% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | -23.01% | 114.06%-137.1pp | 752.92%-775.9pp | 345.32%-368.3pp |
| Employer contribution / active EE | $462 | $1,503-69.3% | $1,084-57.4% | $4,762-90.3% |
| Participant deferral / active EE | $1,156 | $2,712-57.4% | $1,964-41.1% | $5,850-80.2% |
| Admin fee / account holder | $20 | $4,902-99.6% | $3,333-99.4% | $11,596-99.8% |