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 | $28,165 | $54,705-48.5% | $71,209-60.4% | $84,808-66.8% |
| Participation rate | 54.2% | 64.1%-9.9pp | 73.8%-19.6pp | 68.3%-14.1pp |
| Annual return | 18.00% | 35.90%-17.9pp | 282.51%-264.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $186 | $2,158-91.4% | $2,721-93.2% | $2,631-92.9% |
| Participant deferral / active EE | $1,912 | $3,030-36.9% | $4,175-54.2% | $4,212-54.6% |
| Admin fee / account holder | $14 | $4,863-99.7% | $5,349-99.7% | $7,344-99.8% |