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 | $44,765 | $77,813-42.5% | $123,544-63.8% | $64,186-30.3% |
| Participation rate | 48.3% | 74.7%-26.4pp | 82.3%-34.0pp | 69.6%-21.3pp |
| Annual return | -8.19% | 12.48%-20.7pp | 119.20%-127.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $603 | $3,014-80.0% | $4,628-87.0% | $2,381-74.7% |
| Participant deferral / active EE | $2,688 | $5,240-48.7% | $6,426-58.2% | $3,470-22.5% |
| Admin fee / account holder | $174 | $5,519-96.9% | $9,284-98.1% | $4,888-96.4% |