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 | $31,319 | $84,233-62.8% | $170,442-81.6% | $70,131-55.3% |
| Participation rate | 32.1% | 70.8%-38.7pp | 83.6%-51.5pp | 69.5%-37.4pp |
| Annual return | 17.74% | 23.06%-5.3pp | 205.93%-188.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $357 | $3,387-89.5% | $5,433-93.4% | $2,342-84.8% |
| Participant deferral / active EE | $1,666 | $3,086-46.0% | $4,939-66.3% | $3,332-50.0% |
| Admin fee / account holder | $279 | $5,698-95.1% | $13,880-98.0% | $4,645-94.0% |