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 | $62,707 | $138,044-54.6% | $125,339-50.0% | $134,475-53.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -29.23% | 750.33%-779.6pp | 572.05%-601.3pp | 417.96%-447.2pp |
| Employer contribution / active EE | $8,293 | $5,243+58.2% | $4,814+72.3% | $4,740+75.0% |
| Participant deferral / active EE | $10,990 | $7,799+40.9% | $7,446+47.6% | $6,400+71.7% |
| Admin fee / account holder | $81 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |