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 | $40,300 | $29,660+35.9% | $56,411-28.6% | $80,856-50.2% |
| Participation rate | 13.0% | 41.6%-28.7pp | 52.5%-39.5pp | 67.6%-54.7pp |
| Annual return | 0.11% | 35.23%-35.1pp | 1701.33%-1701.2pp | 35.59%-35.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,354 | $1,226+10.4% | $1,952-30.6% | $4,296-68.5% |
| Admin fee / account holder | $41 | $2,428-98.3% | $2,829-98.6% | $6,918-99.4% |