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 | $18,465 | $57,354-67.8% | $83,848-78.0% | $64,186-71.2% |
| Participation rate | 32.1% | 68.6%-36.5pp | 76.1%-44.0pp | 69.6%-37.4pp |
| Annual return | -8.21% | 11.38%-19.6pp | 850.88%-859.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $412 | $2,545-83.8% | $3,631-88.6% | $2,381-82.7% |
| Participant deferral / active EE | $1,868 | $2,993-37.6% | $4,082-54.2% | $3,470-46.2% |
| Admin fee / account holder | $15 | $4,046-99.6% | $5,478-99.7% | $4,888-99.7% |