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 | $100,008 | $167,484-40.3% | $151,611-34.0% | $134,475-25.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -4.60% | 7.80%-12.4pp | 3.33%-7.9pp | 417.96%-422.6pp |
| Employer contribution / active EE | $62 | $6,829-99.1% | $6,166-99.0% | $4,740-98.7% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |