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 | $45,162 | $99,341-54.5% | $84,750-46.7% | $273,961-83.5% |
| Participation rate | 35.7% | 80.7%-45.0pp | 76.6%-40.9pp | 83.0%-47.3pp |
| Annual return | 2.29% | 22.93%-20.6pp | 22.78%-20.5pp | 41.45%-39.2pp |
| Employer contribution / active EE | $583 | $4,214-86.2% | $3,574-83.7% | $4,869-88.0% |
| Participant deferral / active EE | $2,216 | $4,269-48.1% | $3,712-40.3% | $5,287-58.1% |
| Admin fee / account holder | $7 | $6,644-99.9% | $5,332-99.9% | $10,132-99.9% |