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 | $43,680 | $89,355-51.1% | $141,162-69.1% | $72,985-40.2% |
| Participation rate | 62.8% | 75.1%-12.3pp | 82.5%-19.7pp | 69.5%-6.7pp |
| Annual return | 23.20% | 111.85%-88.7pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $164 | $3,114-94.7% | $4,735-96.5% | $2,440-93.3% |
| Participant deferral / active EE | $4,463 | $5,418-17.6% | $6,709-33.5% | $3,607+23.7% |
| Admin fee / account holder | $36 | $5,958-99.4% | $10,261-99.6% | $5,124-99.3% |