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 | $89,237 | $81,248+9.8% | $155,509-42.6% | $80,856+10.4% |
| Participation rate | 23.3% | 66.2%-42.9pp | 78.2%-54.9pp | 67.6%-44.3pp |
| Annual return | 22.55% | 33.31%-10.8pp | 64.67%-42.1pp | 35.59%-13.0pp |
| Employer contribution / active EE | $332 | $3,100-89.3% | $4,672-92.9% | $2,755-88.0% |
| Participant deferral / active EE | $2,171 | $3,452-37.1% | $5,626-61.4% | $4,296-49.5% |
| Admin fee / account holder | $47 | $7,997-99.4% | $15,912-99.7% | $6,918-99.3% |