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 | $34,421 | $124,281-72.3% | $109,143-68.5% | $167,490-79.4% |
| Participation rate | 46.2% | 79.4%-33.3pp | 75.9%-29.7pp | 82.1%-36.0pp |
| Annual return | 13.85% | 26.04%-12.2pp | 25.75%-11.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $442 | $4,207-89.5% | $3,722-88.1% | $4,837-90.9% |
| Participant deferral / active EE | $2,129 | $5,255-59.5% | $4,653-54.2% | $6,341-66.4% |
| Admin fee / account holder | $21 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |