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 | $35,424 | $58,828-39.8% | $77,999-54.6% | $62,891-43.7% |
| Participation rate | 47.4% | 71.1%-23.7pp | 75.5%-28.2pp | 69.3%-21.9pp |
| Annual return | 6.36% | 17.16%-10.8pp | 425.96%-419.6pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,800 | $2,686-33.0% | $3,497-48.5% | $3,203-43.8% |
| Admin fee / account holder | $122 | $4,393-97.2% | $5,480-97.8% | $4,296-97.1% |