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 5-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 | $12,107 | $73,867-83.6% | $143,757-91.6% | $68,494-82.3% |
| Participation rate | 48.0% | 66.7%-18.7pp | 80.3%-32.3pp | 67.9%-19.9pp |
| Annual return | -37.72% | 1.01%-38.7pp | -0.04%-37.7pp | -7.84%-29.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,278 | $3,384+55.9% | $5,637-6.4% | $4,027+31.0% |
| Admin fee / account holder | $29 | $5,755-99.5% | $14,673-99.8% | $5,403-99.5% |