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 | $29,153 | $69,010-57.8% | $159,960-81.8% | $68,494-57.4% |
| Participation rate | 64.7% | 65.4%-0.7pp | 78.0%-13.2pp | 67.9%-3.2pp |
| Annual return | -21.70% | -9.65%-12.1pp | 408.60%-430.3pp | -7.84%-13.9pp |
| Employer contribution / active EE | $3,729 | $2,213+68.5% | $4,226-11.7% | $2,596+43.6% |
| Participant deferral / active EE | $7,527 | $4,212+78.7% | $6,182+21.8% | $4,027+86.9% |
| Admin fee / account holder | $248 | $4,798-94.8% | $8,698-97.1% | $5,403-95.4% |