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 | $91,222 | $87,013+4.8% | $106,213-14.1% | $80,856+12.8% |
| Participation rate | 16.7% | 70.4%-53.8pp | 75.3%-58.6pp | 67.6%-51.0pp |
| Annual return | 11.96% | 17.05%-5.1pp | 116.14%-104.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $497 | $2,395-79.3% | $3,171-84.3% | $2,755-82.0% |
| Participant deferral / active EE | $2,198 | $3,986-44.8% | $5,016-56.2% | $4,296-48.8% |
| Admin fee / account holder | $18 | $8,431-99.8% | $11,033-99.8% | $6,918-99.7% |