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 | $30,197 | $55,706-45.8% | $75,886-60.2% | $72,985-58.6% |
| Participation rate | 60.7% | 61.1%-0.4pp | 69.3%-8.6pp | 69.5%-8.8pp |
| Annual return | -30.53% | 27.59%-58.1pp | 30.76%-61.3pp | 81.00%-111.5pp |
| Employer contribution / active EE | $370 | $1,687-78.1% | $2,500-85.2% | $2,440-84.8% |
| Participant deferral / active EE | $1,257 | $2,634-52.3% | $3,603-65.1% | $3,607-65.2% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,418-100.0% | $5,124-100.0% |