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 5-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 | $134,874 | $81,460+65.6% | $103,333+30.5% | $80,856+66.8% |
| Participation rate | 41.9% | 66.8%-24.9pp | 74.5%-32.6pp | 67.6%-25.7pp |
| Annual return | 14.23% | 25.55%-11.3pp | 24.88%-10.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $718 | $3,105-76.9% | $3,868-81.4% | $2,755-74.0% |
| Participant deferral / active EE | $2,296 | $3,869-40.6% | $5,057-54.6% | $4,296-46.5% |
| Admin fee / account holder | $272 | $6,566-95.9% | $8,355-96.7% | $6,918-96.1% |