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 | $52,161 | $64,707-19.4% | $112,228-53.5% | $68,494-23.8% |
| Participation rate | 45.5% | 67.2%-21.7pp | 75.1%-29.6pp | 67.9%-22.4pp |
| Annual return | -16.30% | -11.40%-4.9pp | 27.45%-43.8pp | -7.84%-8.5pp |
| Employer contribution / active EE | $32 | $2,746-98.8% | $3,635-99.1% | $2,596-98.7% |
| Participant deferral / active EE | $2,098 | $3,565-41.1% | $4,728-55.6% | $4,027-47.9% |
| Admin fee / account holder | $180 | $5,232-96.6% | $6,410-97.2% | $5,403-96.7% |