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 | $26,431 | $49,227-46.3% | $70,449-62.5% | $79,858-66.9% |
| Participation rate | 40.5% | 69.2%-28.7pp | 75.1%-34.6pp | 69.6%-29.2pp |
| Annual return | 12.21% | 30.06%-17.9pp | 109.03%-96.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,031 | $2,768-62.8% | $3,709-72.2% | $3,740-72.4% |
| Admin fee / account holder | $3 | $2,878-99.9% | $3,845-99.9% | $5,306-100.0% |