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 | $52,746 | $56,897-7.3% | $84,750-37.8% | $62,891-16.1% |
| Participation rate | 32.7% | 68.5%-35.8pp | 76.6%-43.9pp | 69.3%-36.6pp |
| Annual return | 5.10% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.0pp |
| Employer contribution / active EE | $269 | $2,400-88.8% | $3,574-92.5% | $2,281-88.2% |
| Participant deferral / active EE | $1,145 | $2,709-57.7% | $3,712-69.1% | $3,203-64.2% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |