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 | $80,287 | $72,492+10.8% | $87,100-7.8% | $72,985+10.0% |
| Participation rate | 29.6% | 72.8%-43.2pp | 76.9%-47.2pp | 69.5%-39.9pp |
| Annual return | 17.09% | 24.46%-7.4pp | 28.19%-11.1pp | 81.00%-63.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,234 | $3,270-31.7% | $4,049-44.8% | $3,607-38.1% |
| Admin fee / account holder | $227 | $5,055-95.5% | $7,497-97.0% | $5,124-95.6% |