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 | $54,857 | $140,940-61.1% | $112,229-51.1% | $139,434-60.7% |
| Participation rate | 69.2% | 79.2%-10.0pp | 72.4%-3.2pp | 80.3%-11.1pp |
| Annual return | 15.13% | 32.71%-17.6pp | 30.20%-15.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $796 | $4,283-81.4% | $3,430-76.8% | $4,751-83.2% |
| Participant deferral / active EE | $2,987 | $5,874-49.1% | $4,798-37.7% | $6,710-55.5% |
| Admin fee / account holder | $13 | $9,954-99.9% | $7,748-99.8% | $11,403-99.9% |