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 | $96,762 | $124,319-22.2% | $111,297-13.1% | $167,490-42.2% |
| Participation rate | 63.2% | 79.6%-16.5pp | 77.3%-14.2pp | 82.1%-18.9pp |
| Annual return | 12.91% | 37.44%-24.5pp | 54.65%-41.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $380 | $3,435-88.9% | $2,731-86.1% | $4,837-92.1% |
| Participant deferral / active EE | $3,830 | $5,180-26.1% | $4,487-14.6% | $6,341-39.6% |
| Admin fee / account holder | $71 | $10,618-99.3% | $7,964-99.1% | $12,309-99.4% |