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 | $94,623 | $228,332-58.6% | $185,823-49.1% | $158,922-40.5% |
| Participation rate | 42.9% | 82.3%-39.4pp | 78.0%-35.2pp | 82.0%-39.1pp |
| Annual return | 14.89% | 40.80%-25.9pp | 35.95%-21.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $378 | $4,967-92.4% | $4,087-90.8% | $4,761-92.1% |
| Participant deferral / active EE | $2,198 | $6,415-65.7% | $5,632-61.0% | $5,982-63.3% |
| Admin fee / account holder | $211 | $11,864-98.2% | $9,500-97.8% | $11,246-98.1% |