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 | $24,246 | $82,664-70.7% | $125,339-80.7% | $68,494-64.6% |
| Participation rate | 41.1% | 75.0%-34.0pp | 82.4%-41.3pp | 67.9%-26.8pp |
| Annual return | -19.80% | -5.97%-13.8pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,504 | $3,381-55.5% | $4,814-68.8% | $2,596-42.1% |
| Participant deferral / active EE | $2,952 | $6,110-51.7% | $7,446-60.4% | $4,027-26.7% |
| Admin fee / account holder | $295 | $6,275-95.3% | $10,010-97.1% | $5,403-94.5% |