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 | $208,780 | $142,344+46.7% | $119,609+74.6% | $134,475+55.3% |
| Participation rate | 45.0% | 82.8%-37.8pp | 79.3%-34.3pp | 81.2%-36.2pp |
| Annual return | -16.15% | -12.44%-3.7pp | -14.97%-1.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,004 | $5,222-80.8% | $4,232-76.3% | $4,740-78.8% |
| Participant deferral / active EE | $5,509 | $6,469-14.8% | $5,602-1.7% | $6,400-13.9% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |