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 | $44,400 | $49,280-9.9% | $67,313-34.0% | $64,186-30.8% |
| Participation rate | 25.3% | 60.8%-35.5pp | 69.1%-43.8pp | 69.6%-44.3pp |
| Annual return | -6.93% | -1.39%-5.5pp | -4.08%-2.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $104 | $1,668-93.8% | $2,566-96.0% | $2,381-95.7% |
| Participant deferral / active EE | $871 | $2,484-64.9% | $3,568-75.6% | $3,470-74.9% |
| Admin fee / account holder | $46 | $3,863-98.8% | $4,507-99.0% | $4,888-99.1% |