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 | $61,795 | $72,277-14.5% | $101,248-39.0% | $79,858-22.6% |
| Participation rate | 43.2% | 68.5%-25.2pp | 75.8%-32.6pp | 69.6%-26.4pp |
| Annual return | 19.26% | 22.30%-3.0pp | 46.47%-27.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1 | $2,692-100.0% | $3,660-100.0% | $2,471-99.9% |
| Participant deferral / active EE | $1,495 | $3,282-54.4% | $4,370-65.8% | $3,740-60.0% |
| Admin fee / account holder | $271 | $4,400-93.8% | $5,945-95.4% | $5,306-94.9% |