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 | $71,110 | $81,460-12.7% | $103,333-31.2% | $80,856-12.1% |
| Participation rate | 65.5% | 66.8%-1.3pp | 74.5%-9.0pp | 67.6%-2.1pp |
| Annual return | 14.27% | 25.55%-11.3pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $370 | $3,105-88.1% | $3,868-90.4% | $2,755-86.6% |
| Participant deferral / active EE | $2,073 | $3,869-46.4% | $5,057-59.0% | $4,296-51.7% |
| Admin fee / account holder | $218 | $6,566-96.7% | $8,355-97.4% | $6,918-96.8% |