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 | $30,141 | $138,065-78.2% | $123,544-75.6% | $135,375-77.7% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -12.08% | 153.68%-165.8pp | 119.20%-131.3pp | 519.73%-531.8pp |
| Employer contribution / active EE | $2,250 | $5,151-56.3% | $4,628-51.4% | $4,779-52.9% |
| Participant deferral / active EE | $4,592 | $6,799-32.5% | $6,426-28.5% | $5,609-18.1% |
| Admin fee / account holder | $57 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |