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 | $46,593 | $56,277-17.2% | $80,975-42.5% | $62,891-25.9% |
| Participation rate | 44.2% | 69.0%-24.7pp | 75.8%-31.6pp | 69.3%-25.1pp |
| Annual return | 6.60% | 22.12%-15.5pp | 17.10%-10.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $12 | $1,943-99.4% | $3,714-99.7% | $2,281-99.5% |
| Participant deferral / active EE | $3,014 | $4,195-28.2% | $5,696-47.1% | $3,203-5.9% |
| Admin fee / account holder | $122 | $3,741-96.7% | $5,516-97.8% | $4,296-97.2% |