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 | $33,493 | $83,477-59.9% | $125,175-73.2% | $72,985-54.1% |
| Participation rate | 64.7% | 73.3%-8.6pp | 79.8%-15.1pp | 69.5%-4.8pp |
| Annual return | 20.78% | 25.78%-5.0pp | 43.79%-23.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $464 | $2,345-80.2% | $3,865-88.0% | $2,440-81.0% |
| Participant deferral / active EE | $2,304 | $3,585-35.7% | $4,937-53.3% | $3,607-36.1% |
| Admin fee / account holder | $114 | $5,517-97.9% | $9,702-98.8% | $5,124-97.8% |