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 | $138,508 | $92,222+50.2% | $76,768+80.4% | $135,375+2.3% |
| Participation rate | 27.3% | 79.8%-52.5pp | 77.0%-49.7pp | 82.6%-55.4pp |
| Annual return | -7.12% | 5.46%-12.6pp | 2.43%-9.5pp | 519.73%-526.9pp |
| Employer contribution / active EE | $497 | $3,216-84.5% | $2,485-80.0% | $4,779-89.6% |
| Participant deferral / active EE | $2,631 | $4,509-41.6% | $3,852-31.7% | $5,609-53.1% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |