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 | $67,837 | $104,664-35.2% | $85,682-20.8% | $167,490-59.5% |
| Participation rate | 69.2% | 76.4%-7.1pp | 69.9%-0.6pp | 82.1%-12.9pp |
| Annual return | 17.93% | 21.45%-3.5pp | 21.49%-3.6pp | 478.56%-460.6pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,562 | $4,824-46.9% | $3,923-34.7% | $6,341-59.6% |
| Admin fee / account holder | $14 | $10,032-99.9% | $6,873-99.8% | $12,309-99.9% |