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 4-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 | $51,815 | $127,065-59.2% | $113,168-54.2% | $142,382-63.6% |
| Participation rate | 20.0% | 79.2%-59.2pp | 76.6%-56.6pp | 80.1%-60.1pp |
| Annual return | 24.25% | 24.03%+0.2pp | 24.27%0pp | 217.08%-192.8pp |
| Employer contribution / active EE | $647 | $3,442-81.2% | $2,975-78.3% | $4,299-85.0% |
| Participant deferral / active EE | $1,828 | $5,716-68.0% | $5,107-64.2% | $6,507-71.9% |
| Admin fee / account holder | $179 | $15,736-98.9% | $12,068-98.5% | $12,624-98.6% |