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 | $119,487 | $68,719+73.9% | $91,541+30.5% | $84,808+40.9% |
| Participation rate | 40.0% | 64.5%-24.5pp | 69.8%-29.8pp | 68.3%-28.3pp |
| Annual return | 12.87% | 19.12%-6.2pp | 20.50%-7.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,517 | $3,136-19.7% | $4,008-37.2% | $4,212-40.2% |
| Admin fee / account holder | $97 | $5,786-98.3% | $6,956-98.6% | $7,344-98.7% |