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 | $30,385 | $85,790-64.6% | $67,313-54.9% | $135,375-77.6% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.1%-49.1pp | 82.6%-62.6pp |
| Annual return | -6.71% | -0.54%-6.2pp | -4.08%-2.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $271 | $3,487-92.2% | $2,566-89.4% | $4,779-94.3% |
| Participant deferral / active EE | $1,813 | $4,651-61.0% | $3,568-49.2% | $5,609-67.7% |
| Admin fee / account holder | $15 | $6,392-99.8% | $4,507-99.7% | $10,827-99.9% |