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 9-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 | $24,601 | $103,376-76.2% | $87,100-71.8% | $152,861-83.9% |
| Participation rate | 57.9% | 79.3%-21.4pp | 76.9%-19.0pp | 82.4%-24.6pp |
| Annual return | 29.59% | 28.10%+1.5pp | 28.19%+1.4pp | 345.32%-315.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,079 | $4,778-35.6% | $4,049-24.0% | $5,850-47.4% |
| Admin fee / account holder | $66 | $12,205-99.5% | $7,497-99.1% | $11,596-99.4% |