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 | $78,321 | $148,534-47.3% | $135,903-42.4% | $139,434-43.8% |
| Participation rate | 52.4% | 83.9%-31.5pp | 81.9%-29.5pp | 80.3%-27.9pp |
| Annual return | 21.37% | 79.19%-57.8pp | 68.23%-46.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $809 | $5,243-84.6% | $4,856-83.3% | $4,751-83.0% |
| Participant deferral / active EE | $5,620 | $8,100-30.6% | $7,758-27.6% | $6,710-16.2% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |