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 | $81,460-100.0% | $103,333-100.0% | $80,856-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.6%-67.6pp |
| Annual return | 11.20% | 25.55%-14.3pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $104 | $3,105-96.7% | $3,868-97.3% | $2,755-96.2% |
| Participant deferral / active EE | $1,947 | $3,869-49.7% | $5,057-61.5% | $4,296-54.7% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |