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 | $24,959 | $76,000-67.2% | $154,107-83.8% | $64,186-61.1% |
| Participation rate | 37.9% | 70.4%-32.5pp | 83.0%-45.1pp | 69.6%-31.6pp |
| Annual return | -9.75% | 30.32%-40.1pp | 735.12%-744.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $523 | $3,351-84.4% | $5,298-90.1% | $2,381-78.0% |
| Participant deferral / active EE | $1,325 | $3,175-58.3% | $5,081-73.9% | $3,470-61.8% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |