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 | $91,180 | $81,460+11.9% | $103,333-11.8% | $80,856+12.8% |
| Participation rate | 55.6% | 66.8%-11.3pp | 74.5%-19.0pp | 67.6%-12.1pp |
| Annual return | 14.93% | 25.55%-10.6pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $646 | $3,105-79.2% | $3,868-83.3% | $2,755-76.6% |
| Participant deferral / active EE | $1,991 | $3,869-48.5% | $5,057-60.6% | $4,296-53.7% |
| Admin fee / account holder | $99 | $6,566-98.5% | $8,355-98.8% | $6,918-98.6% |