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 | $51,856 | $76,000-31.8% | $154,107-66.4% | $64,186-19.2% |
| Participation rate | 60.0% | 70.4%-10.4pp | 83.0%-23.0pp | 69.6%-9.6pp |
| Annual return | -8.52% | 30.32%-38.8pp | 735.12%-743.6pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,287 | $3,351-61.6% | $5,298-75.7% | $2,381-45.9% |
| Participant deferral / active EE | $2,505 | $3,175-21.1% | $5,081-50.7% | $3,470-27.8% |
| Admin fee / account holder | $171 | $5,596-96.9% | $13,411-98.7% | $4,888-96.5% |