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 4-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 | $59,085 | $72,400-18.4% | $67,502-12.5% | $145,922-59.5% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | -23.47% | 7182.46%-7205.9pp | 3512.12%-3535.6pp | 561.29%-584.8pp |
| Employer contribution / active EE | $2,016 | $3,069-34.3% | $2,731-26.2% | $4,660-56.7% |
| Participant deferral / active EE | $15,349 | $4,783+220.9% | $4,000+283.7% | $6,688+129.5% |
| Admin fee / account holder | $51 | $5,539-99.1% | $3,998-98.7% | $13,397-99.6% |