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 | $17,790 | $106,543-83.3% | $91,220-80.5% | $134,475-86.8% |
| Participation rate | 37.5% | 76.8%-39.3pp | 73.2%-35.7pp | 81.2%-43.7pp |
| Annual return | -21.28% | 160.60%-181.9pp | 114.01%-135.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,361 | $3,331-59.1% | $2,850-52.3% | $4,740-71.3% |
| Participant deferral / active EE | $2,325 | $4,719-50.7% | $4,234-45.1% | $6,400-63.7% |
| Admin fee / account holder | $196 | $6,231-96.9% | $5,420-96.4% | $11,426-98.3% |