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 | $90,703 | $56,897+59.4% | $84,750+7.0% | $62,891+44.2% |
| Participation rate | 66.7% | 68.5%-1.9pp | 76.6%-9.9pp | 69.3%-2.6pp |
| Annual return | 5.66% | 6.30%-0.6pp | 22.78%-17.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $378 | $2,400-84.3% | $3,574-89.4% | $2,281-83.4% |
| Participant deferral / active EE | $3,777 | $2,709+39.4% | $3,712+1.8% | $3,203+17.9% |
| Admin fee / account holder | $214 | $3,581-94.0% | $5,332-96.0% | $4,296-95.0% |