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 8-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 | $41,090 | $88,751-53.7% | $81,812-49.8% | $145,922-71.8% |
| Participation rate | 64.7% | 75.0%-10.3pp | 72.3%-7.6pp | 80.3%-15.6pp |
| Annual return | -24.83% | 1025.40%-1050.2pp | 773.79%-798.6pp | 561.29%-586.1pp |
| Employer contribution / active EE | $1,826 | $3,083-40.8% | $2,912-37.3% | $4,660-60.8% |
| Participant deferral / active EE | $7,618 | $4,643+64.1% | $4,319+76.4% | $6,688+13.9% |
| Admin fee / account holder | $187 | $8,415-97.8% | $7,386-97.5% | $13,397-98.6% |