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 5-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 | $30,741 | $133,958-77.1% | $112,228-72.6% | $134,475-77.1% |
| Participation rate | 31.6% | 78.6%-47.0pp | 75.1%-43.5pp | 81.2%-49.6pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $446 | $4,038-89.0% | $3,635-87.7% | $4,740-90.6% |
| Participant deferral / active EE | $1,788 | $5,291-66.2% | $4,728-62.2% | $6,400-72.1% |
| Admin fee / account holder | $74 | $7,489-99.0% | $6,410-98.8% | $11,426-99.3% |