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 | $41,190 | $167,484-75.4% | $151,611-72.8% | $134,475-69.4% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -33.70% | 7.80%-41.5pp | 3.33%-37.0pp | 417.96%-451.7pp |
| Employer contribution / active EE | $3,108 | $6,829-54.5% | $6,166-49.6% | $4,740-34.4% |
| Participant deferral / active EE | $11,875 | $8,986+32.2% | $8,363+42.0% | $6,400+85.6% |
| Admin fee / account holder | $262 | $13,783-98.1% | $11,616-97.7% | $11,426-97.7% |