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 6-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 | $51,851 | $106,515-51.3% | $96,683-46.4% | $139,434-62.8% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.3%-57.7pp | 80.3%-63.7pp |
| Annual return | 16.61% | 38.43%-21.8pp | 35.69%-19.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $633 | $4,103-84.6% | $3,737-83.1% | $4,751-86.7% |
| Participant deferral / active EE | $2,069 | $5,454-62.1% | $4,878-57.6% | $6,710-69.2% |
| Admin fee / account holder | $40 | $7,877-99.5% | $6,730-99.4% | $11,403-99.7% |