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 | $86,280 | $140,588-38.6% | $123,104-29.9% | $125,391-31.2% |
| Participation rate | 40.0% | 88.2%-48.2pp | 86.8%-46.8pp | 83.2%-43.2pp |
| Annual return | -1.91% | 16.80%-18.7pp | 13.22%-15.1pp | 282.22%-284.1pp |
| Employer contribution / active EE | $360 | $6,041-94.0% | $5,151-93.0% | $4,866-92.6% |
| Participant deferral / active EE | $5,050 | $6,980-27.7% | $6,230-18.9% | $5,352-5.6% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |