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 | $26,475 | $157,256-83.2% | $141,162-81.2% | $152,861-82.7% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.4%-39.6pp |
| Annual return | 31.31% | 64.32%-33.0pp | 71.39%-40.1pp | 345.32%-314.0pp |
| Employer contribution / active EE | $903 | $5,261-82.8% | $4,735-80.9% | $4,762-81.0% |
| Participant deferral / active EE | $5,566 | $7,109-21.7% | $6,709-17.0% | $5,850-4.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |