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 | $60,208 | $114,237-47.3% | $119,258-49.5% | $167,490-64.1% |
| Participation rate | 38.5% | 83.7%-45.3pp | 82.7%-44.3pp | 82.1%-43.6pp |
| Annual return | 19.05% | 29.87%-10.8pp | 30.69%-11.6pp | 478.56%-459.5pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $4,384-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,648 | $6,084-56.5% | $6,111-56.7% | $6,341-58.2% |
| Admin fee / account holder | $5 | $8,932-99.9% | $7,226-99.9% | $12,309-100.0% |