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 | $54,878 | $80,968-32.2% | $96,544-43.2% | $75,163-27.0% |
| Participation rate | 60.9% | 71.8%-10.9pp | 76.0%-15.1pp | 67.2%-6.3pp |
| Annual return | 21.88% | 27.06%-5.2pp | 25.84%-4.0pp | 160.62%-138.7pp |
| Employer contribution / active EE | $394 | $2,282-82.7% | $2,965-86.7% | $2,670-85.2% |
| Participant deferral / active EE | $3,842 | $3,928-2.2% | $4,851-20.8% | $4,125-6.9% |
| Admin fee / account holder | $253 | $6,724-96.2% | $8,252-96.9% | $5,651-95.5% |