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 | $85,259 | $201,272-57.6% | $184,203-53.7% | $145,922-41.6% |
| Participation rate | 58.3% | 87.5%-29.2pp | 86.8%-28.5pp | 80.3%-21.9pp |
| Annual return | 19.93% | 29.00%-9.1pp | 28.81%-8.9pp | 561.29%-541.4pp |
| Employer contribution / active EE | $1,278 | $7,022-81.8% | $6,427-80.1% | $4,660-72.6% |
| Participant deferral / active EE | $7,423 | $9,806-24.3% | $9,131-18.7% | $6,688+11.0% |
| Admin fee / account holder | $192 | $16,364-98.8% | $13,901-98.6% | $13,397-98.6% |