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.
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 | $28,406 | $54,350-47.7% | $82,719-65.7% | $68,494-58.5% |
| Participation rate | 17.9% | 63.9%-46.0pp | 72.6%-54.6pp | 67.9%-49.9pp |
| Annual return | -17.18% | -13.67%-3.5pp | 701.18%-718.4pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,168 | $3,246-64.0% | $4,395-73.4% | $4,027-71.0% |
| Admin fee / account holder | $13 | $4,395-99.7% | $5,329-99.7% | $5,403-99.8% |