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 | $33,631 | $106,543-68.4% | $91,220-63.1% | $134,475-75.0% |
| Participation rate | 26.3% | 76.8%-50.5pp | 73.2%-46.9pp | 81.2%-54.9pp |
| Annual return | -14.47% | 160.60%-175.1pp | 114.01%-128.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $274 | $3,331-91.8% | $2,850-90.4% | $4,740-94.2% |
| Participant deferral / active EE | $1,530 | $4,719-67.6% | $4,234-63.9% | $6,400-76.1% |
| Admin fee / account holder | $29 | $6,231-99.5% | $5,420-99.5% | $11,426-99.7% |