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 9-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 | $25,587 | $73,867-65.4% | $143,757-82.2% | $68,494-62.6% |
| Participation rate | 20.5% | 66.7%-46.2pp | 80.3%-59.9pp | 67.9%-47.4pp |
| Annual return | -20.42% | 1.01%-21.4pp | -0.04%-20.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $485 | $3,184-84.8% | $4,951-90.2% | $2,596-81.3% |
| Participant deferral / active EE | $1,044 | $3,384-69.2% | $5,637-81.5% | $4,027-74.1% |
| Admin fee / account holder | $14 | $5,755-99.8% | $14,673-99.9% | $5,403-99.7% |