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 | $117,761 | $74,888+57.2% | $71,209+65.4% | $142,382-17.3% |
| Participation rate | 54.2% | 76.2%-22.1pp | 73.8%-19.6pp | 80.1%-26.0pp |
| Annual return | -13.25% | 345.14%-358.4pp | 282.51%-295.8pp | 217.08%-230.3pp |
| Employer contribution / active EE | $2,065 | $2,854-27.6% | $2,721-24.1% | $4,299-52.0% |
| Participant deferral / active EE | $3,061 | $4,454-31.3% | $4,175-26.7% | $6,507-53.0% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |