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 8-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 | $29,117 | $133,958-78.3% | $112,228-74.1% | $134,475-78.3% |
| Participation rate | 52.9% | 78.6%-25.6pp | 75.1%-22.1pp | 81.2%-28.3pp |
| Annual return | -21.31% | 47.11%-68.4pp | 27.45%-48.8pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,260 | $4,038-68.8% | $3,635-65.3% | $4,740-73.4% |
| Participant deferral / active EE | $4,673 | $5,291-11.7% | $4,728-1.2% | $6,400-27.0% |
| Admin fee / account holder | $250 | $7,489-96.7% | $6,410-96.1% | $11,426-97.8% |