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 | $23,317 | $57,016-59.1% | $84,966-72.6% | $80,856-71.2% |
| Participation rate | 61.2% | 56.3%+4.9pp | 67.5%-6.3pp | 67.6%-6.4pp |
| Annual return | 13.24% | 21.66%-8.4pp | 66.38%-53.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $190 | $1,798-89.4% | $2,727-93.0% | $2,755-93.1% |
| Participant deferral / active EE | $1,917 | $3,110-38.4% | $4,519-57.6% | $4,296-55.4% |
| Admin fee / account holder | $290 | $4,980-94.2% | $6,149-95.3% | $6,918-95.8% |