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 | $36,299 | $80,717-55.0% | $154,803-76.6% | $84,808-57.2% |
| Participation rate | 15.4% | 66.8%-51.4pp | 78.1%-62.7pp | 68.3%-52.9pp |
| Annual return | 18.96% | 37.96%-19.0pp | 58.88%-39.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $315 | $2,761-88.6% | $4,305-92.7% | $2,631-88.0% |
| Participant deferral / active EE | $1,254 | $3,303-62.0% | $5,540-77.4% | $4,212-70.2% |
| Admin fee / account holder | $218 | $6,746-96.8% | $14,329-98.5% | $7,344-97.0% |