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 | $30,758 | $149,734-79.5% | $118,925-74.1% | $158,922-80.6% |
| Participation rate | 55.0% | 82.1%-27.1pp | 75.4%-20.4pp | 82.0%-27.0pp |
| Annual return | 24.50% | 19.95%+4.6pp | 35.88%-11.4pp | 302.83%-278.3pp |
| Employer contribution / active EE | $786 | $4,115-80.9% | $3,263-75.9% | $4,761-83.5% |
| Participant deferral / active EE | $1,572 | $5,223-69.9% | $4,265-63.1% | $5,982-73.7% |
| Admin fee / account holder | $20 | $8,603-99.8% | $6,581-99.7% | $11,246-99.8% |