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 | $89,794 | $152,509-41.1% | $117,472-23.6% | $134,475-33.2% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -41.66% | 52.99%-94.6pp | 29.74%-71.4pp | 417.96%-459.6pp |
| Employer contribution / active EE | $1,202 | $5,571-78.4% | $4,176-71.2% | $4,740-74.7% |
| Participant deferral / active EE | $4,417 | $4,818-8.3% | $4,070+8.5% | $6,400-31.0% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |