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 5-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 | $10,929 | $106,543-89.7% | $91,220-88.0% | $134,475-91.9% |
| Participation rate | 42.9% | 76.8%-34.0pp | 73.2%-30.3pp | 81.2%-38.4pp |
| Annual return | -33.64% | 160.60%-194.2pp | 114.01%-147.7pp | 417.96%-451.6pp |
| Employer contribution / active EE | $1,221 | $3,331-63.4% | $2,850-57.2% | $4,740-74.2% |
| Participant deferral / active EE | $2,857 | $4,719-39.4% | $4,234-32.5% | $6,400-55.4% |
| Admin fee / account holder | $61 | $6,231-99.0% | $5,420-98.9% | $11,426-99.5% |