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 9-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 | $139,395 | $57,016+144.5% | $84,966+64.1% | $80,856+72.4% |
| Participation rate | 12.0% | 56.3%-44.3pp | 67.5%-55.5pp | 67.6%-55.6pp |
| Annual return | 17.33% | 21.66%-4.3pp | 66.38%-49.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $238 | $1,798-86.8% | $2,727-91.3% | $2,755-91.4% |
| Participant deferral / active EE | $1,294 | $3,110-58.4% | $4,519-71.4% | $4,296-69.9% |
| Admin fee / account holder | $228 | $4,980-95.4% | $6,149-96.3% | $6,918-96.7% |