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 | $35,371 | $156,846-77.4% | $121,098-70.8% | $139,434-74.6% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | -73.34% | 1474.56%-1547.9pp | 985.75%-1059.1pp | 372.94%-446.3pp |
| Employer contribution / active EE | $1,132 | $5,536-79.5% | $4,164-72.8% | $4,751-76.2% |
| Participant deferral / active EE | $4,583 | $4,844-5.4% | $4,080+12.3% | $6,710-31.7% |
| Admin fee / account holder | $8 | $6,946-99.9% | $5,644-99.9% | $11,403-99.9% |