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 | $101,738 | $71,883+41.5% | $86,677+17.4% | $68,494+48.5% |
| Participation rate | 32.0% | 72.2%-40.2pp | 76.6%-44.6pp | 67.9%-35.9pp |
| Annual return | -15.93% | 3.52%-19.5pp | 35.91%-51.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,890 | $3,779-23.5% | $4,656-37.9% | $4,027-28.2% |
| Admin fee / account holder | $255 | $6,112-95.8% | $7,493-96.6% | $5,403-95.3% |