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 | $33,955 | $80,717-57.9% | $154,803-78.1% | $84,808-60.0% |
| Participation rate | 15.9% | 66.8%-50.9pp | 78.1%-62.2pp | 68.3%-52.4pp |
| Annual return | 14.66% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,293 | $3,303-60.9% | $5,540-76.7% | $4,212-69.3% |
| Admin fee / account holder | $261 | $6,746-96.1% | $14,329-98.2% | $7,344-96.4% |