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 | $170,497 | $142,344+19.8% | $119,609+42.5% | $134,475+26.8% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | 1.12% | -12.44%+13.6pp | -14.97%+16.1pp | 417.96%-416.8pp |
| Employer contribution / active EE | $957 | $5,222-81.7% | $4,232-77.4% | $4,740-79.8% |
| Participant deferral / active EE | $2,706 | $6,469-58.2% | $5,602-51.7% | $6,400-57.7% |
| Admin fee / account holder | $24 | $13,584-99.8% | $10,323-99.8% | $11,426-99.8% |