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 | $47,799 | $83,477-42.7% | $125,175-61.8% | $72,985-34.5% |
| Participation rate | 69.7% | 73.3%-3.6pp | 79.8%-10.1pp | 69.5%+0.2pp |
| Annual return | 19.19% | 25.78%-6.6pp | 43.79%-24.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $467 | $2,345-80.1% | $3,865-87.9% | $2,440-80.8% |
| Participant deferral / active EE | $1,748 | $3,585-51.2% | $4,937-64.6% | $3,607-51.5% |
| Admin fee / account holder | $243 | $5,517-95.6% | $9,702-97.5% | $5,124-95.3% |