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 | $37,334 | $118,450-68.5% | $98,439-62.1% | $139,434-73.2% |
| Participation rate | 57.9% | 77.4%-19.5pp | 75.2%-17.3pp | 80.3%-22.4pp |
| Annual return | 13.89% | 18.94%-5.0pp | 21.16%-7.3pp | 372.94%-359.1pp |
| Employer contribution / active EE | $335 | $3,609-90.7% | $3,048-89.0% | $4,751-93.0% |
| Participant deferral / active EE | $2,012 | $5,392-62.7% | $4,738-57.5% | $6,710-70.0% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |