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 | $32,691 | $100,754-67.6% | $86,677-62.3% | $134,475-75.7% |
| Participation rate | 42.9% | 78.9%-36.1pp | 76.6%-33.7pp | 81.2%-38.4pp |
| Annual return | -21.70% | 29.04%-50.7pp | 35.91%-57.6pp | 417.96%-439.7pp |
| Employer contribution / active EE | $1,175 | $3,489-66.3% | $2,836-58.6% | $4,740-75.2% |
| Participant deferral / active EE | $8,629 | $5,338+61.6% | $4,656+85.3% | $6,400+34.8% |
| Admin fee / account holder | $130 | $10,926-98.8% | $7,493-98.3% | $11,426-98.9% |