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 | $49,683 | $152,587-67.4% | $125,175-60.3% | $152,861-67.5% |
| Participation rate | 23.8% | 83.3%-59.5pp | 79.8%-56.0pp | 82.4%-58.6pp |
| Annual return | 26.30% | 54.84%-28.5pp | 43.79%-17.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $645 | $4,946-87.0% | $3,865-83.3% | $4,762-86.5% |
| Participant deferral / active EE | $2,564 | $5,868-56.3% | $4,937-48.1% | $5,850-56.2% |
| Admin fee / account holder | $42 | $13,434-99.7% | $9,702-99.6% | $11,596-99.6% |