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 | $11,220 | $48,265-76.8% | $68,791-83.7% | $68,494-83.6% |
| Participation rate | 31.4% | 60.7%-29.2pp | 69.0%-37.6pp | 67.9%-36.5pp |
| Annual return | -34.25% | -12.71%-21.5pp | -6.38%-27.9pp | -7.84%-26.4pp |
| Employer contribution / active EE | $804 | $1,829-56.0% | $2,655-69.7% | $2,596-69.0% |
| Participant deferral / active EE | $2,111 | $2,867-26.4% | $3,941-46.4% | $4,027-47.6% |
| Admin fee / account holder | $28 | $4,355-99.4% | $4,932-99.4% | $5,403-99.5% |