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 | $96,083 | $148,534-35.3% | $135,903-29.3% | $139,434-31.1% |
| Participation rate | 35.0% | 83.9%-48.9pp | 81.9%-46.9pp | 80.3%-45.3pp |
| Annual return | 21.65% | 79.19%-57.5pp | 68.23%-46.6pp | 372.94%-351.3pp |
| Employer contribution / active EE | $856 | $5,243-83.7% | $4,856-82.4% | $4,751-82.0% |
| Participant deferral / active EE | $3,009 | $8,100-62.9% | $7,758-61.2% | $6,710-55.2% |
| Admin fee / account holder | $167 | $12,400-98.7% | $10,762-98.4% | $11,403-98.5% |