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 | $65,830 | $106,584-38.2% | $101,326-35.0% | $142,382-53.8% |
| Participation rate | 61.5% | 82.7%-21.1pp | 81.5%-20.0pp | 80.1%-18.6pp |
| Annual return | 15.45% | 36.93%-21.5pp | 36.82%-21.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,760 | $8,297-42.6% | $7,994-40.5% | $6,507-26.9% |
| Admin fee / account holder | $13 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |