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 9-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 | $32,329 | $27,641+17.0% | $61,373-47.3% | $68,494-52.8% |
| Participation rate | 28.0% | 39.5%-11.5pp | 52.6%-24.6pp | 67.9%-39.9pp |
| Annual return | -25.80% | -13.24%-12.6pp | 338.61%-364.4pp | -7.84%-18.0pp |
| Employer contribution / active EE | $928 | $695+33.5% | $1,159-19.9% | $2,596-64.2% |
| Participant deferral / active EE | $2,007 | $1,263+58.9% | $2,125-5.6% | $4,027-50.2% |
| Admin fee / account holder | $39 | $2,010-98.1% | $2,130-98.2% | $5,403-99.3% |