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 | $85,992 | $127,386-32.5% | $115,037-25.2% | $125,391-31.4% |
| Participation rate | 36.4% | 84.2%-47.8pp | 81.4%-45.0pp | 83.2%-46.8pp |
| Annual return | 0.68% | 31.28%-30.6pp | 26.14%-25.5pp | 282.22%-281.5pp |
| Employer contribution / active EE | $652 | $5,166-87.4% | $4,608-85.9% | $4,866-86.6% |
| Participant deferral / active EE | $2,659 | $6,423-58.6% | $6,026-55.9% | $5,352-50.3% |
| Admin fee / account holder | $270 | $9,516-97.2% | $8,175-96.7% | $9,540-97.2% |