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 | $24,350 | $91,190-73.3% | $178,490-86.4% | $79,858-69.5% |
| Participation rate | 37.7% | 69.2%-31.5pp | 81.9%-44.2pp | 69.6%-31.9pp |
| Annual return | 12.00% | 24.19%-12.2pp | 151.07%-139.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $204 | $3,256-93.7% | $5,011-95.9% | $2,471-91.7% |
| Participant deferral / active EE | $995 | $3,236-69.3% | $5,202-80.9% | $3,740-73.4% |
| Admin fee / account holder | $100 | $6,751-98.5% | $13,984-99.3% | $5,306-98.1% |