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 | $123,243 | $124,281-0.8% | $109,143+12.9% | $167,490-26.4% |
| Participation rate | 55.0% | 79.4%-24.4pp | 75.9%-20.9pp | 82.1%-27.1pp |
| Annual return | 22.95% | 26.04%-3.1pp | 25.75%-2.8pp | 478.56%-455.6pp |
| Employer contribution / active EE | $448 | $4,207-89.4% | $3,722-88.0% | $4,837-90.7% |
| Participant deferral / active EE | $2,523 | $5,255-52.0% | $4,653-45.8% | $6,341-60.2% |
| Admin fee / account holder | $238 | $7,970-97.0% | $6,752-96.5% | $12,309-98.1% |