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 | $150,709 | $67,606+122.9% | $82,313+83.1% | $70,131+114.9% |
| Participation rate | 39.4% | 72.8%-33.4pp | 76.9%-37.5pp | 69.5%-30.1pp |
| Annual return | 15.50% | 21.57%-6.1pp | 25.88%-10.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,030 | $2,987+34.9% | $3,706+8.7% | $3,332+21.0% |
| Admin fee / account holder | $192 | $4,512-95.8% | $5,608-96.6% | $4,645-95.9% |