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 | $42,743 | $177,572-75.9% | $154,803-72.4% | $142,382-70.0% |
| Participation rate | 64.3% | 82.1%-17.8pp | 78.1%-13.8pp | 80.1%-15.8pp |
| Annual return | 13.65% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $708 | $4,810-85.3% | $4,305-83.6% | $4,299-83.5% |
| Participant deferral / active EE | $2,956 | $6,272-52.9% | $5,540-46.6% | $6,507-54.6% |
| Admin fee / account holder | $10 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |