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 | $55,153 | $82,664-33.3% | $125,339-56.0% | $68,494-19.5% |
| Participation rate | 54.8% | 75.0%-20.3pp | 82.4%-27.6pp | 67.9%-13.1pp |
| Annual return | -16.95% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $688 | $3,381-79.7% | $4,814-85.7% | $2,596-73.5% |
| Participant deferral / active EE | $5,623 | $6,110-8.0% | $7,446-24.5% | $4,027+39.6% |
| Admin fee / account holder | $33 | $6,275-99.5% | $10,010-99.7% | $5,403-99.4% |