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 | $33,636 | $84,233-60.1% | $170,442-80.3% | $70,131-52.0% |
| Participation rate | 66.7% | 70.8%-4.2pp | 83.6%-16.9pp | 69.5%-2.9pp |
| Annual return | 16.36% | 23.06%-6.7pp | 205.93%-189.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $90 | $3,387-97.4% | $5,433-98.4% | $2,342-96.2% |
| Participant deferral / active EE | $2,216 | $3,086-28.2% | $4,939-55.1% | $3,332-33.5% |
| Admin fee / account holder | $4 | $5,698-99.9% | $13,880-100.0% | $4,645-99.9% |