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 | $53,816 | $165,335-67.5% | $149,696-64.0% | $158,922-66.1% |
| Participation rate | 57.9% | 84.6%-26.7pp | 82.5%-24.6pp | 82.0%-24.1pp |
| Annual return | 21.35% | 348.15%-326.8pp | 276.60%-255.3pp | 302.83%-281.5pp |
| Employer contribution / active EE | $792 | $5,103-84.5% | $4,644-82.9% | $4,761-83.4% |
| Participant deferral / active EE | $4,338 | $7,181-39.6% | $6,842-36.6% | $5,982-27.5% |
| Admin fee / account holder | $5 | $10,807-99.9% | $9,309-99.9% | $11,246-100.0% |