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 | $57,323 | $88,707-35.4% | $74,183-22.7% | $273,961-79.1% |
| Participation rate | 45.8% | 79.4%-33.6pp | 76.6%-30.8pp | 83.0%-37.2pp |
| Annual return | 9.05% | 11.94%-2.9pp | 17.74%-8.7pp | 41.45%-32.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,698 | $4,212-35.9% | $3,550-24.0% | $5,287-49.0% |
| Admin fee / account holder | $282 | $8,717-96.8% | $5,586-95.0% | $10,132-97.2% |