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 | $19,101 | $82,664-76.9% | $125,339-84.8% | $68,494-72.1% |
| Participation rate | 53.3% | 75.0%-21.7pp | 82.4%-29.0pp | 67.9%-14.6pp |
| Annual return | -24.09% | -5.97%-18.1pp | 572.05%-596.1pp | -7.84%-16.2pp |
| Employer contribution / active EE | $722 | $3,381-78.6% | $4,814-85.0% | $2,596-72.2% |
| Participant deferral / active EE | $2,940 | $6,110-51.9% | $7,446-60.5% | $4,027-27.0% |
| Admin fee / account holder | $194 | $6,275-96.9% | $10,010-98.1% | $5,403-96.4% |