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 6-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 | $46,691 | $90,600-48.5% | $79,464-41.2% | $135,375-65.5% |
| Participation rate | 40.9% | 76.0%-35.1pp | 73.3%-32.4pp | 82.6%-41.7pp |
| Annual return | -10.19% | 977.43%-987.6pp | 718.14%-728.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,323 | $3,068-56.9% | $2,800-52.8% | $4,779-72.3% |
| Participant deferral / active EE | $2,524 | $4,050-37.7% | $3,704-31.9% | $5,609-55.0% |
| Admin fee / account holder | $81 | $5,907-98.6% | $5,113-98.4% | $10,827-99.3% |