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 | $20,847 | $76,000-72.6% | $154,107-86.5% | $64,186-67.5% |
| Participation rate | 54.8% | 70.4%-15.6pp | 83.0%-28.2pp | 69.6%-14.7pp |
| Annual return | -11.77% | 30.32%-42.1pp | 735.12%-746.9pp | 7.63%-19.4pp |
| Employer contribution / active EE | $985 | $3,351-70.6% | $5,298-81.4% | $2,381-58.6% |
| Participant deferral / active EE | $1,774 | $3,175-44.1% | $5,081-65.1% | $3,470-48.9% |
| Admin fee / account holder | $123 | $5,596-97.8% | $13,411-99.1% | $4,888-97.5% |