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 | $61,029 | $69,207-11.8% | $64,056-4.7% | $139,434-56.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 12.54% | 45.88%-33.3pp | 33.69%-21.1pp | 372.94%-360.4pp |
| Employer contribution / active EE | $128 | $3,182-96.0% | $2,747-95.3% | $4,751-97.3% |
| Participant deferral / active EE | $1,777 | $4,682-62.0% | $3,880-54.2% | $6,710-73.5% |
| Admin fee / account holder | $6 | $4,244-99.9% | $3,068-99.8% | $11,403-99.9% |