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 | $103,567 | $59,805+73.2% | $79,550+30.2% | $68,494+51.2% |
| Participation rate | 43.3% | 61.1%-17.8pp | 69.5%-26.2pp | 67.9%-24.6pp |
| Annual return | -17.82% | -12.30%-5.5pp | 0.16%-18.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,316 | $3,024+9.6% | $3,985-16.8% | $4,027-17.7% |
| Admin fee / account holder | $297 | $4,835-93.9% | $6,832-95.7% | $5,403-94.5% |