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 5-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 | $8,137 | $27,641-70.6% | $61,373-86.7% | $68,494-88.1% |
| Participation rate | 31.0% | 39.5%-8.5pp | 52.6%-21.5pp | 67.9%-36.9pp |
| Annual return | -45.32% | -13.24%-32.1pp | 338.61%-383.9pp | -7.84%-37.5pp |
| Employer contribution / active EE | $537 | $695-22.8% | $1,159-53.7% | $2,596-79.3% |
| Participant deferral / active EE | $1,584 | $1,263+25.4% | $2,125-25.5% | $4,027-60.7% |
| Admin fee / account holder | $93 | $2,010-95.4% | $2,130-95.6% | $5,403-98.3% |