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 10-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 | $15,745 | $90,600-82.6% | $79,464-80.2% | $135,375-88.4% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -9.85% | 977.43%-987.3pp | 718.14%-728.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $1,678 | $3,068-45.3% | $2,800-40.1% | $4,779-64.9% |
| Participant deferral / active EE | $2,478 | $4,050-38.8% | $3,704-33.1% | $5,609-55.8% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |