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 | $43,363 | $177,572-75.6% | $154,803-72.0% | $142,382-69.5% |
| Participation rate | 65.0% | 82.1%-17.1pp | 78.1%-13.1pp | 80.1%-15.1pp |
| Annual return | 21.19% | 65.07%-43.9pp | 58.88%-37.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $735 | $4,810-84.7% | $4,305-82.9% | $4,299-82.9% |
| Participant deferral / active EE | $2,436 | $6,272-61.2% | $5,540-56.0% | $6,507-62.6% |
| Admin fee / account holder | $57 | $16,786-99.7% | $14,329-99.6% | $12,624-99.5% |