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 | $92,647 | $135,952-31.9% | $123,892-25.2% | $273,961-66.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 6.54% | 56.63%-50.1pp | 47.52%-41.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $621 | $5,170-88.0% | $4,617-86.6% | $4,869-87.3% |
| Participant deferral / active EE | $6,183 | $6,343-2.5% | $5,984+3.3% | $5,287+16.9% |
| Admin fee / account holder | $137 | $9,817-98.6% | $8,357-98.4% | $10,132-98.7% |