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 7-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 | $12,228 | $54,229-77.5% | $70,092-82.6% | $68,494-82.1% |
| Participation rate | 45.9% | 64.5%-18.5pp | 70.5%-24.5pp | 67.9%-21.9pp |
| Annual return | -18.60% | -13.87%-4.7pp | 190.73%-209.3pp | -7.84%-10.8pp |
| Employer contribution / active EE | $262 | $2,018-87.0% | $2,559-89.8% | $2,596-89.9% |
| Participant deferral / active EE | $2,043 | $2,956-30.9% | $3,849-46.9% | $4,027-49.3% |
| Admin fee / account holder | $196 | $4,694-95.8% | $6,267-96.9% | $5,403-96.4% |