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 7-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 | $38,513 | $190,805-79.8% | $159,960-75.9% | $134,475-71.4% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -30.91% | 552.23%-583.1pp | 408.60%-439.5pp | 417.96%-448.9pp |
| Employer contribution / active EE | $10,227 | $4,995+104.7% | $4,226+142.0% | $4,740+115.8% |
| Participant deferral / active EE | $3,759 | $6,923-45.7% | $6,182-39.2% | $6,400-41.3% |
| Admin fee / account holder | $276 | $10,471-97.4% | $8,698-96.8% | $11,426-97.6% |