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 | $38,522 | $58,577-34.2% | $83,333-53.8% | $64,186-40.0% |
| Participation rate | 53.6% | 72.0%-18.5pp | 77.8%-24.2pp | 69.6%-16.0pp |
| Annual return | -10.91% | 9.65%-20.6pp | 10.63%-21.5pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,511 | $2,098-28.0% | $3,379-55.3% | $2,381-36.6% |
| Participant deferral / active EE | $4,157 | $4,654-10.7% | $5,565-25.3% | $3,470+19.8% |
| Admin fee / account holder | $259 | $9,275-97.2% | $7,510-96.6% | $4,888-94.7% |