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 | $55,937 | $89,753-37.7% | $107,525-48.0% | $84,808-34.0% |
| Participation rate | 36.7% | 68.1%-31.4pp | 75.1%-38.4pp | 68.3%-31.6pp |
| Annual return | 15.67% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $47 | $3,113-98.5% | $3,754-98.7% | $2,631-98.2% |
| Participant deferral / active EE | $2,578 | $4,056-36.4% | $5,116-49.6% | $4,212-38.8% |
| Admin fee / account holder | $247 | $7,222-96.6% | $8,919-97.2% | $7,344-96.6% |