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 9-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 | $17,459 | $91,190-80.9% | $178,490-90.2% | $79,858-78.1% |
| Participation rate | 26.7% | 69.2%-42.5pp | 81.9%-55.3pp | 69.6%-43.0pp |
| Annual return | 19.48% | 24.19%-4.7pp | 151.07%-131.6pp | 31.71%-12.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,669 | $3,236-48.4% | $5,202-67.9% | $3,740-55.4% |
| Admin fee / account holder | $59 | $6,751-99.1% | $13,984-99.6% | $5,306-98.9% |