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 | $118,676 | $157,256-24.5% | $141,162-15.9% | $152,861-22.4% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 72.27% | 64.32%+7.9pp | 71.39%+0.9pp | 345.32%-273.0pp |
| Employer contribution / active EE | $750 | $5,261-85.8% | $4,735-84.2% | $4,762-84.3% |
| Participant deferral / active EE | $4,084 | $7,109-42.6% | $6,709-39.1% | $5,850-30.2% |
| Admin fee / account holder | $22 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |