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 | $63,065 | $99,341-36.5% | $84,750-25.6% | $273,961-77.0% |
| Participation rate | 53.3% | 80.7%-27.4pp | 76.6%-23.3pp | 83.0%-29.7pp |
| Annual return | 6.03% | 22.93%-16.9pp | 22.78%-16.8pp | 41.45%-35.4pp |
| Employer contribution / active EE | $523 | $4,214-87.6% | $3,574-85.4% | $4,869-89.3% |
| Participant deferral / active EE | $3,004 | $4,269-29.6% | $3,712-19.1% | $5,287-43.2% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |