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 | $49,714 | $127,065-60.9% | $113,168-56.1% | $142,382-65.1% |
| Participation rate | 19.0% | 79.2%-60.2pp | 76.6%-57.5pp | 80.1%-61.1pp |
| Annual return | 19.97% | 24.03%-4.1pp | 24.27%-4.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $550 | $3,442-84.0% | $2,975-81.5% | $4,299-87.2% |
| Participant deferral / active EE | $2,245 | $5,716-60.7% | $5,107-56.0% | $6,507-65.5% |
| Admin fee / account holder | $19 | $15,736-99.9% | $12,068-99.8% | $12,624-99.9% |