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 | $27,144 | $53,127-48.9% | $86,590-68.7% | $70,131-61.3% |
| Participation rate | 29.4% | 65.3%-35.9pp | 73.5%-44.1pp | 69.5%-40.1pp |
| Annual return | 12.94% | 27.66%-14.7pp | 964.84%-951.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,846 | $2,696-31.5% | $3,609-48.8% | $3,332-44.6% |
| Admin fee / account holder | $128 | $3,585-96.4% | $4,906-97.4% | $4,645-97.2% |