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 | $10,110 | $92,703-89.1% | $82,719-87.8% | $134,475-92.5% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -25.08% | 944.92%-970.0pp | 701.18%-726.3pp | 417.96%-443.0pp |
| Employer contribution / active EE | $1,713 | $3,274-47.7% | $3,009-43.1% | $4,740-63.9% |
| Participant deferral / active EE | $2,296 | $4,802-52.2% | $4,395-47.8% | $6,400-64.1% |
| Admin fee / account holder | $243 | $5,983-95.9% | $5,329-95.4% | $11,426-97.9% |