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 | $38,143 | $72,012-47.0% | $185,823-79.5% | $79,858-52.2% |
| Participation rate | 32.1% | 65.8%-33.6pp | 78.0%-45.9pp | 69.6%-37.5pp |
| Annual return | -7.84% | 23.12%-31.0pp | 35.95%-43.8pp | 31.71%-39.6pp |
| Employer contribution / active EE | $872 | $1,965-55.6% | $4,087-78.7% | $2,471-64.7% |
| Participant deferral / active EE | $1,346 | $3,779-64.4% | $5,632-76.1% | $3,740-64.0% |
| Admin fee / account holder | $144 | $4,513-96.8% | $9,500-98.5% | $5,306-97.3% |