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 | $81,299 | $181,894-55.3% | $156,549-48.1% | $273,961-70.3% |
| Participation rate | 27.3% | 88.4%-61.1pp | 84.0%-56.7pp | 83.0%-55.7pp |
| Annual return | 14.01% | 30.74%-16.7pp | 32.23%-18.2pp | 41.45%-27.4pp |
| Employer contribution / active EE | $688 | $6,248-89.0% | $5,501-87.5% | $4,869-85.9% |
| Participant deferral / active EE | $1,940 | $5,550-65.0% | $4,871-60.2% | $5,287-63.3% |
| Admin fee / account holder | $85 | $15,559-99.5% | $13,027-99.4% | $10,132-99.2% |