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 6-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 | $22,537 | $133,958-83.2% | $112,228-79.9% | $134,475-83.2% |
| Participation rate | 47.1% | 78.6%-31.5pp | 75.1%-28.0pp | 81.2%-34.2pp |
| Annual return | -21.47% | 47.11%-68.6pp | 27.45%-48.9pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,316 | $4,038-42.7% | $3,635-36.3% | $4,740-51.1% |
| Participant deferral / active EE | $3,753 | $5,291-29.1% | $4,728-20.6% | $6,400-41.4% |
| Admin fee / account holder | $73 | $7,489-99.0% | $6,410-98.9% | $11,426-99.4% |