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 | $35,316 | $49,280-28.3% | $67,313-47.5% | $64,186-45.0% |
| Participation rate | 31.3% | 60.8%-29.5pp | 69.1%-37.8pp | 69.6%-38.3pp |
| Annual return | -7.55% | -1.39%-6.2pp | -4.08%-3.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $175 | $1,668-89.5% | $2,566-93.2% | $2,381-92.7% |
| Participant deferral / active EE | $2,030 | $2,484-18.3% | $3,568-43.1% | $3,470-41.5% |
| Admin fee / account holder | $0 | $3,863-100.0% | $4,507-100.0% | $4,888-100.0% |