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 | $37,897 | $60,022-36.9% | $88,946-57.4% | $84,808-55.3% |
| Participation rate | 14.3% | 57.8%-43.6pp | 68.8%-54.6pp | 68.3%-54.0pp |
| Annual return | 17.15% | 22.43%-5.3pp | 57.82%-40.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $172 | $1,703-89.9% | $2,555-93.3% | $2,631-93.5% |
| Participant deferral / active EE | $1,181 | $3,114-62.1% | $4,581-74.2% | $4,212-72.0% |
| Admin fee / account holder | $12 | $4,811-99.8% | $8,261-99.9% | $7,344-99.8% |