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 | $0 | $55,706-100.0% | $75,886-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.3%-69.3pp | 69.5%-69.5pp |
| Annual return | 20.15% | 27.59%-7.4pp | 30.76%-10.6pp | 81.00%-60.9pp |
| Employer contribution / active EE | $272 | $1,687-83.8% | $2,500-89.1% | $2,440-88.8% |
| Participant deferral / active EE | $1,382 | $2,634-47.5% | $3,603-61.6% | $3,607-61.7% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,418-100.0% | $5,124-100.0% |