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 | $46,170 | $96,484-52.1% | $75,886-39.2% | $152,861-69.8% |
| Participation rate | 14.3% | 76.2%-61.9pp | 69.3%-55.0pp | 82.4%-68.2pp |
| Annual return | 23.77% | 33.98%-10.2pp | 30.76%-7.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $214 | $3,309-93.5% | $2,500-91.4% | $4,762-95.5% |
| Participant deferral / active EE | $4,348 | $4,553-4.5% | $3,603+20.7% | $5,850-25.7% |
| Admin fee / account holder | $21 | $8,078-99.7% | $5,418-99.6% | $11,596-99.8% |