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 | $33,645 | $104,974-67.9% | $95,585-64.8% | $142,382-76.4% |
| Participation rate | 29.2% | 75.0%-45.8pp | 72.1%-42.9pp | 80.1%-51.0pp |
| Annual return | 18.37% | 210.33%-192.0pp | 38.56%-20.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,833 | $4,352-57.9% | $4,023-54.4% | $6,507-71.8% |
| Admin fee / account holder | $8 | $6,386-99.9% | $6,127-99.9% | $12,624-99.9% |