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 7-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 | $53,859 | $167,307-67.8% | $143,757-62.5% | $134,475-59.9% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -22.31% | 0.46%-22.8pp | -0.04%-22.3pp | 417.96%-440.3pp |
| Employer contribution / active EE | $1,880 | $5,619-66.5% | $4,951-62.0% | $4,740-60.3% |
| Participant deferral / active EE | $12,000 | $6,446+86.2% | $5,637+112.9% | $6,400+87.5% |
| Admin fee / account holder | $201 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |