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 | $37,260 | $49,177-24.2% | $79,464-53.1% | $64,186-42.0% |
| Participation rate | 34.9% | 65.0%-30.1pp | 73.3%-38.5pp | 69.6%-34.7pp |
| Annual return | -12.09% | -1.16%-10.9pp | 718.14%-730.2pp | 7.63%-19.7pp |
| Employer contribution / active EE | $2,666 | $2,076+28.4% | $2,800-4.8% | $2,381+12.0% |
| Participant deferral / active EE | $3,213 | $2,821+13.9% | $3,704-13.3% | $3,470-7.4% |
| Admin fee / account holder | $122 | $3,839-96.8% | $5,113-97.6% | $4,888-97.5% |