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 | $103,733 | $65,365+58.7% | $92,893+11.7% | $72,985+42.1% |
| Participation rate | 54.3% | 68.3%-14.0pp | 76.0%-21.7pp | 69.5%-15.1pp |
| Annual return | 18.65% | 42.10%-23.5pp | 109.41%-90.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $461 | $2,594-82.2% | $3,653-87.4% | $2,440-81.1% |
| Participant deferral / active EE | $2,300 | $3,128-26.5% | $4,236-45.7% | $3,607-36.3% |
| Admin fee / account holder | $55 | $4,251-98.7% | $5,794-99.0% | $5,124-98.9% |