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 | $141,395 | $81,460+73.6% | $103,333+36.8% | $80,856+74.9% |
| Participation rate | 34.4% | 66.8%-32.5pp | 74.5%-40.1pp | 67.6%-33.3pp |
| Annual return | 13.26% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $780 | $3,105-74.9% | $3,868-79.8% | $2,755-71.7% |
| Participant deferral / active EE | $3,173 | $3,869-18.0% | $5,057-37.3% | $4,296-26.1% |
| Admin fee / account holder | $68 | $6,566-99.0% | $8,355-99.2% | $6,918-99.0% |