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 | $133,709 | $52,681+153.8% | $75,781+76.4% | $59,632+124.2% |
| Participation rate | 16.3% | 67.2%-50.9pp | 75.8%-59.5pp | 68.7%-52.4pp |
| Annual return | -0.43% | 2.95%-3.4pp | 9.68%-10.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $349 | $2,193-84.1% | $3,323-89.5% | $2,203-84.2% |
| Participant deferral / active EE | $1,161 | $2,591-55.2% | $3,651-68.2% | $3,192-63.6% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |