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 4-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 | $114,422 | $117,983-3.0% | $101,794+12.4% | $142,382-19.6% |
| Participation rate | 11.1% | 74.2%-63.1pp | 69.2%-58.1pp | 80.1%-69.0pp |
| Annual return | 19.16% | 36.92%-17.8pp | 30.53%-11.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $240 | $2,773-91.4% | $2,289-89.5% | $4,299-94.4% |
| Participant deferral / active EE | $2,714 | $4,714-42.4% | $4,084-33.5% | $6,507-58.3% |
| Admin fee / account holder | $105 | $10,433-99.0% | $8,777-98.8% | $12,624-99.2% |