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 | $10,713 | $27,641-61.2% | $61,373-82.5% | $68,494-84.4% |
| Participation rate | 31.0% | 39.5%-8.5pp | 52.6%-21.6pp | 67.9%-36.9pp |
| Annual return | -24.42% | -13.24%-11.2pp | 338.61%-363.0pp | -7.84%-16.6pp |
| Employer contribution / active EE | $544 | $695-21.7% | $1,159-53.1% | $2,596-79.0% |
| Participant deferral / active EE | $1,507 | $1,263+19.3% | $2,125-29.1% | $4,027-62.6% |
| Admin fee / account holder | $17 | $2,010-99.1% | $2,130-99.2% | $5,403-99.7% |