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 9-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 | $70,208 | $93,024-24.5% | $77,024-8.8% | $134,475-47.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -26.46% | 62.60%-89.1pp | 42.32%-68.8pp | 417.96%-444.4pp |
| Employer contribution / active EE | $1,411 | $3,418-58.7% | $2,812-49.8% | $4,740-70.2% |
| Participant deferral / active EE | $1,411 | $5,238-73.1% | $4,426-68.1% | $6,400-78.0% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |