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 | $127,829 | $197,591-35.3% | $177,821-28.1% | $158,922-19.6% |
| Participation rate | 45.5% | 88.5%-43.1pp | 87.7%-42.3pp | 82.0%-36.5pp |
| Annual return | 23.84% | 58.76%-34.9pp | 48.32%-24.5pp | 302.83%-279.0pp |
| Employer contribution / active EE | $388 | $6,697-94.2% | $5,918-93.5% | $4,761-91.9% |
| Participant deferral / active EE | $3,338 | $8,405-60.3% | $7,714-56.7% | $5,982-44.2% |
| Admin fee / account holder | $12 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |