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 | $46,539 | $165,335-71.9% | $149,696-68.9% | $158,922-70.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 23.91% | 348.15%-324.2pp | 276.60%-252.7pp | 302.83%-278.9pp |
| Employer contribution / active EE | $894 | $5,103-82.5% | $4,644-80.8% | $4,761-81.2% |
| Participant deferral / active EE | $2,666 | $7,181-62.9% | $6,842-61.0% | $5,982-55.4% |
| Admin fee / account holder | $155 | $10,807-98.6% | $9,309-98.3% | $11,246-98.6% |