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 | $86,965 | $106,890-18.6% | $84,015+3.5% | $152,861-43.1% |
| Participation rate | 54.5% | 75.2%-20.7pp | 69.0%-14.5pp | 82.4%-27.9pp |
| Annual return | -1.60% | 104.99%-106.6pp | 71.31%-72.9pp | 345.32%-346.9pp |
| Employer contribution / active EE | $1,145 | $2,734-58.1% | $1,983-42.2% | $4,762-75.9% |
| Participant deferral / active EE | $3,486 | $4,011-13.1% | $3,239+7.6% | $5,850-40.4% |
| Admin fee / account holder | $175 | $8,285-97.9% | $6,101-97.1% | $11,596-98.5% |