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 | $43,987 | $95,803-54.1% | $113,168-61.1% | $84,808-48.1% |
| Participation rate | 58.5% | 72.9%-14.3pp | 76.6%-18.0pp | 68.3%-9.8pp |
| Annual return | 14.66% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $660 | $2,360-72.1% | $2,975-77.8% | $2,631-74.9% |
| Participant deferral / active EE | $2,440 | $4,242-42.5% | $5,107-52.2% | $4,212-42.1% |
| Admin fee / account holder | $242 | $8,989-97.3% | $12,068-98.0% | $7,344-96.7% |