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 | $42,915 | $95,266-55.0% | $82,389-47.9% | $142,382-69.9% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.5%-9.5pp | 80.1%-20.1pp |
| Annual return | 16.51% | 25.74%-9.2pp | 28.67%-12.2pp | 217.08%-200.6pp |
| Employer contribution / active EE | $380 | $2,991-87.3% | $2,517-84.9% | $4,299-91.2% |
| Participant deferral / active EE | $3,721 | $4,809-22.6% | $4,155-10.4% | $6,507-42.8% |
| Admin fee / account holder | $276 | $8,563-96.8% | $7,231-96.2% | $12,624-97.8% |