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 4-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 | $52,145 | $109,413-52.3% | $156,263-66.6% | $84,808-38.5% |
| Participation rate | 28.1% | 72.7%-44.6pp | 78.9%-50.8pp | 68.3%-40.2pp |
| Annual return | 19.32% | 20.18%-0.9pp | 59.47%-40.1pp | 40.90%-21.6pp |
| Employer contribution / active EE | $544 | $2,907-81.3% | $4,333-87.5% | $2,631-79.3% |
| Participant deferral / active EE | $3,014 | $4,590-34.3% | $6,158-51.1% | $4,212-28.4% |
| Admin fee / account holder | $283 | $9,357-97.0% | $14,255-98.0% | $7,344-96.2% |