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 | $61,478 | $131,829-53.4% | $108,579-43.4% | $273,961-77.6% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 4.51% | -91.57%+96.1pp | -51.70%+56.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $332 | $4,912-93.2% | $3,758-91.2% | $4,869-93.2% |
| Participant deferral / active EE | $1,943 | $5,127-62.1% | $4,311-54.9% | $5,287-63.3% |
| Admin fee / account holder | $15 | $10,252-99.9% | $7,645-99.8% | $10,132-99.9% |