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 | $52,063 | $86,655-39.9% | $119,609-56.5% | $66,914-22.2% |
| Participation rate | 55.2% | 75.6%-20.3pp | 79.3%-24.0pp | 69.8%-14.6pp |
| Annual return | -15.88% | -8.00%-7.9pp | -14.97%-0.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $665 | $2,536-73.8% | $4,232-84.3% | $2,544-73.9% |
| Participant deferral / active EE | $2,659 | $4,358-39.0% | $5,602-52.5% | $4,237-37.2% |
| Admin fee / account holder | $175 | $755-76.9% | $10,323-98.3% | $593-70.6% |