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 | $182,091 | $86,929+109.5% | $102,423+77.8% | $80,856+125.2% |
| Participation rate | 23.1% | 72.4%-49.3pp | 76.5%-53.4pp | 67.6%-44.6pp |
| Annual return | 12.48% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $456 | $2,369-80.7% | $3,023-84.9% | $2,755-83.4% |
| Participant deferral / active EE | $2,957 | $4,118-28.2% | $5,053-41.5% | $4,296-31.2% |
| Admin fee / account holder | $223 | $8,049-97.2% | $9,451-97.6% | $6,918-96.8% |