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 7-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 | $45,756 | $95,266-52.0% | $82,389-44.5% | $142,382-67.9% |
| Participation rate | 42.1% | 74.5%-32.4pp | 69.5%-27.4pp | 80.1%-38.0pp |
| Annual return | 17.28% | 25.74%-8.5pp | 28.67%-11.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $448 | $2,991-85.0% | $2,517-82.2% | $4,299-89.6% |
| Participant deferral / active EE | $2,704 | $4,809-43.8% | $4,155-34.9% | $6,507-58.5% |
| Admin fee / account holder | $180 | $8,563-97.9% | $7,231-97.5% | $12,624-98.6% |