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 | $53,902 | $53,127+1.5% | $86,590-37.8% | $70,131-23.1% |
| Participation rate | 17.9% | 65.3%-47.5pp | 73.5%-55.7pp | 69.5%-51.7pp |
| Annual return | 16.65% | 27.66%-11.0pp | 964.84%-948.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,021 | $2,696-25.0% | $3,609-44.0% | $3,332-39.3% |
| Admin fee / account holder | $268 | $3,585-92.5% | $4,906-94.5% | $4,645-94.2% |