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 | $74,467 | $124,319-40.1% | $111,297-33.1% | $167,490-55.5% |
| Participation rate | 8.3% | 79.6%-71.3pp | 77.3%-69.0pp | 82.1%-73.8pp |
| Annual return | 27.91% | 37.44%-9.5pp | 54.65%-26.7pp | 478.56%-450.6pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,083 | $5,180-21.2% | $4,487-9.0% | $6,341-35.6% |
| Admin fee / account holder | $106 | $10,618-99.0% | $7,964-98.7% | $12,309-99.1% |