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 | $43,446 | $131,829-67.0% | $108,579-60.0% | $273,961-84.1% |
| Participation rate | 23.8% | 83.5%-59.6pp | 79.6%-55.8pp | 83.0%-59.2pp |
| Annual return | 2.70% | -91.57%+94.3pp | -51.70%+54.4pp | 41.45%-38.7pp |
| Employer contribution / active EE | $509 | $4,912-89.6% | $3,758-86.5% | $4,869-89.6% |
| Participant deferral / active EE | $1,803 | $5,127-64.8% | $4,311-58.2% | $5,287-65.9% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |