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 | $19,011 | $76,000-75.0% | $154,107-87.7% | $64,186-70.4% |
| Participation rate | 38.5% | 70.4%-32.0pp | 83.0%-44.6pp | 69.6%-31.1pp |
| Annual return | -6.60% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $324 | $3,351-90.3% | $5,298-93.9% | $2,381-86.4% |
| Participant deferral / active EE | $1,579 | $3,175-50.3% | $5,081-68.9% | $3,470-54.5% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |