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 8-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 | $118,552 | $60,892+94.7% | $82,389+43.9% | $84,808+39.8% |
| Participation rate | 15.9% | 63.3%-47.4pp | 69.5%-53.6pp | 68.3%-52.4pp |
| Annual return | 16.30% | 37.29%-21.0pp | 28.67%-12.4pp | 40.90%-24.6pp |
| Employer contribution / active EE | $341 | $1,779-80.8% | $2,517-86.5% | $2,631-87.0% |
| Participant deferral / active EE | $2,059 | $3,179-35.2% | $4,155-50.4% | $4,212-51.1% |
| Admin fee / account holder | $0 | $5,467-100.0% | $7,231-100.0% | $7,344-100.0% |