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 | $43,062 | $54,350-20.8% | $82,719-47.9% | $68,494-37.1% |
| Participation rate | 62.1% | 63.9%-1.8pp | 72.6%-10.4pp | 67.9%-5.8pp |
| Annual return | -19.99% | -13.67%-6.3pp | 701.18%-721.2pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,324 | $2,218-40.3% | $3,009-56.0% | $2,596-49.0% |
| Participant deferral / active EE | $3,165 | $3,246-2.5% | $4,395-28.0% | $4,027-21.4% |
| Admin fee / account holder | $187 | $4,395-95.8% | $5,329-96.5% | $5,403-96.5% |