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 | $11,843 | $133,958-91.2% | $112,228-89.4% | $134,475-91.2% |
| Participation rate | 14.3% | 78.6%-64.3pp | 75.1%-60.8pp | 81.2%-66.9pp |
| Annual return | -17.85% | 47.11%-65.0pp | 27.45%-45.3pp | 417.96%-435.8pp |
| Employer contribution / active EE | $540 | $4,038-86.6% | $3,635-85.1% | $4,740-88.6% |
| Participant deferral / active EE | $1,810 | $5,291-65.8% | $4,728-61.7% | $6,400-71.7% |
| Admin fee / account holder | $213 | $7,489-97.2% | $6,410-96.7% | $11,426-98.1% |