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 | $114,909 | $152,587-24.7% | $125,175-8.2% | $152,861-24.8% |
| Participation rate | 30.0% | 83.3%-53.3pp | 79.8%-49.8pp | 82.4%-52.4pp |
| Annual return | 23.68% | 54.84%-31.2pp | 43.79%-20.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $916 | $4,946-81.5% | $3,865-76.3% | $4,762-80.8% |
| Participant deferral / active EE | $3,097 | $5,868-47.2% | $4,937-37.3% | $5,850-47.1% |
| Admin fee / account holder | $191 | $13,434-98.6% | $9,702-98.0% | $11,596-98.4% |