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 5-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 | $37,603 | $86,929-56.7% | $102,423-63.3% | $80,856-53.5% |
| Participation rate | 34.6% | 72.4%-37.8pp | 76.5%-41.9pp | 67.6%-33.0pp |
| Annual return | 15.65% | 18.88%-3.2pp | 29.32%-13.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $569 | $2,369-76.0% | $3,023-81.2% | $2,755-79.4% |
| Participant deferral / active EE | $2,643 | $4,118-35.8% | $5,053-47.7% | $4,296-38.5% |
| Admin fee / account holder | $63 | $8,049-99.2% | $9,451-99.3% | $6,918-99.1% |