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 | $105,795 | $107,452-1.5% | $91,541+15.6% | $142,382-25.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | -33.39% | 22.06%-55.4pp | 20.50%-53.9pp | 217.08%-250.5pp |
| Employer contribution / active EE | $2,146 | $2,994-28.3% | $2,505-14.3% | $4,299-50.1% |
| Participant deferral / active EE | $2,995 | $4,754-37.0% | $4,008-25.3% | $6,507-54.0% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |