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 | $27,486 | $35,183-21.9% | $73,545-62.6% | $70,131-60.8% |
| Participation rate | 12.5% | 42.9%-30.4pp | 54.9%-42.4pp | 69.5%-57.0pp |
| Annual return | 24.33% | 26.90%-2.6pp | -15.16%+39.5pp | 73.14%-48.8pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $451 | $1,220-63.0% | $1,806-75.0% | $3,332-86.5% |
| Admin fee / account holder | $246 | $2,302-89.3% | $2,320-89.4% | $4,645-94.7% |