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 5-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.
Employer contribution per participant 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 | $41,703 | $81,900-49.1% | $119,609-65.1% | $68,494-39.1% |
| Participation rate | 45.5% | 71.9%-26.4pp | 79.3%-33.8pp | 67.9%-22.4pp |
| Annual return | -9.82% | -23.82%+14.0pp | -14.97%+5.1pp | -7.84%-2.0pp |
| Employer contribution / active EE | $259 | $2,693-90.4% | $4,232-93.9% | $2,596-90.0% |
| Participant deferral / active EE | $2,595 | $4,148-37.4% | $5,602-53.7% | $4,027-35.6% |
| Admin fee / account holder | $101 | $6,582-98.5% | $10,323-99.0% | $5,403-98.1% |