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 7-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 | $37,039 | $133,958-72.4% | $112,228-67.0% | $134,475-72.5% |
| Participation rate | 21.4% | 78.6%-57.1pp | 75.1%-53.6pp | 81.2%-59.8pp |
| Annual return | -17.73% | 47.11%-64.8pp | 27.45%-45.2pp | 417.96%-435.7pp |
| Employer contribution / active EE | $764 | $4,038-81.1% | $3,635-79.0% | $4,740-83.9% |
| Participant deferral / active EE | $2,632 | $5,291-50.3% | $4,728-44.3% | $6,400-58.9% |
| Admin fee / account holder | $172 | $7,489-97.7% | $6,410-97.3% | $11,426-98.5% |