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 5-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 | $23,423 | $84,402-72.2% | $61,373-61.8% | $134,475-82.6% |
| Participation rate | 35.3% | 62.2%-26.9pp | 52.6%-17.3pp | 81.2%-45.9pp |
| Annual return | -21.85% | 584.55%-606.4pp | 338.61%-360.5pp | 417.96%-439.8pp |
| Employer contribution / active EE | $627 | $1,544-59.4% | $1,159-45.9% | $4,740-86.8% |
| Participant deferral / active EE | $4,710 | $2,819+67.1% | $2,125+121.7% | $6,400-26.4% |
| Admin fee / account holder | $64 | $2,585-97.5% | $2,130-97.0% | $11,426-99.4% |