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 | $25,404 | $54,705-53.6% | $71,209-64.3% | $84,808-70.0% |
| Participation rate | 20.0% | 64.1%-44.1pp | 73.8%-53.8pp | 68.3%-48.3pp |
| Annual return | 16.70% | 35.90%-19.2pp | 282.51%-265.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $237 | $2,158-89.0% | $2,721-91.3% | $2,631-91.0% |
| Participant deferral / active EE | $1,223 | $3,030-59.6% | $4,175-70.7% | $4,212-70.9% |
| Admin fee / account holder | $9 | $4,863-99.8% | $5,349-99.8% | $7,344-99.9% |