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 | $31,711 | $58,577-45.9% | $83,333-61.9% | $64,186-50.6% |
| Participation rate | 66.7% | 72.0%-5.4pp | 77.8%-11.1pp | 69.6%-2.9pp |
| Annual return | -7.21% | 9.65%-16.9pp | 10.63%-17.8pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,095 | $4,654-33.5% | $5,565-44.4% | $3,470-10.8% |
| Admin fee / account holder | $119 | $9,275-98.7% | $7,510-98.4% | $4,888-97.6% |