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 | $86,244 | $136,307-36.7% | $106,619-19.1% | $273,961-68.5% |
| Participation rate | 57.1% | 84.8%-27.6pp | 78.0%-20.9pp | 83.0%-25.9pp |
| Annual return | 7.78% | 11.05%-3.3pp | 9.42%-1.6pp | 41.45%-33.7pp |
| Employer contribution / active EE | $494 | $5,190-90.5% | $3,947-87.5% | $4,869-89.9% |
| Participant deferral / active EE | $2,804 | $4,969-43.6% | $3,930-28.7% | $5,287-47.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |