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 | $81,405 | $127,777-36.3% | $106,548-23.6% | $167,490-51.4% |
| Participation rate | 50.0% | 78.3%-28.3pp | 76.1%-26.1pp | 82.1%-32.1pp |
| Annual return | 11.02% | 33.87%-22.8pp | 26.80%-15.8pp | 478.56%-467.5pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,596 | $5,087+69.0% | $4,398+95.5% | $6,341+35.6% |
| Admin fee / account holder | $182 | $11,228-98.4% | $7,407-97.5% | $12,309-98.5% |