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 | $36,339 | $60,022-39.5% | $88,946-59.1% | $84,808-57.2% |
| Participation rate | 32.0% | 57.8%-25.8pp | 68.8%-36.8pp | 68.3%-36.3pp |
| Annual return | 15.19% | 22.43%-7.2pp | 57.82%-42.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,883 | $3,114-39.5% | $4,581-58.9% | $4,212-55.3% |
| Admin fee / account holder | $103 | $4,811-97.9% | $8,261-98.8% | $7,344-98.6% |