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 10-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 | $122,910 | $84,402+45.6% | $61,373+100.3% | $134,475-8.6% |
| Participation rate | 62.5% | 62.2%+0.3pp | 52.6%+9.9pp | 81.2%-18.7pp |
| Annual return | -24.84% | 584.55%-609.4pp | 338.61%-363.4pp | 417.96%-442.8pp |
| Employer contribution / active EE | $2,534 | $1,544+64.1% | $1,159+118.6% | $4,740-46.5% |
| Participant deferral / active EE | $8,701 | $2,819+208.6% | $2,125+309.5% | $6,400+36.0% |
| Admin fee / account holder | $159 | $2,585-93.9% | $2,130-92.5% | $11,426-98.6% |