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 5-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 | $31,828 | $54,705-41.8% | $71,209-55.3% | $84,808-62.5% |
| Participation rate | 10.9% | 64.1%-53.2pp | 73.8%-62.8pp | 68.3%-57.4pp |
| Annual return | 21.66% | 35.90%-14.2pp | 282.51%-260.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $47 | $2,158-97.8% | $2,721-98.3% | $2,631-98.2% |
| Participant deferral / active EE | $686 | $3,030-77.4% | $4,175-83.6% | $4,212-83.7% |
| Admin fee / account holder | $119 | $4,863-97.6% | $5,349-97.8% | $7,344-98.4% |