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 | $27,963 | $58,208-52.0% | $81,812-65.8% | $80,856-65.4% |
| Participation rate | 16.0% | 63.4%-47.4pp | 72.3%-56.3pp | 67.6%-51.6pp |
| Annual return | 15.60% | 41.66%-26.1pp | 773.79%-758.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $168 | $2,340-92.8% | $2,912-94.2% | $2,755-93.9% |
| Participant deferral / active EE | $1,721 | $3,281-47.5% | $4,319-60.1% | $4,296-59.9% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |