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 8-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 | $45,814 | $51,175-10.5% | $70,515-35.0% | $75,163-39.0% |
| Participation rate | 28.2% | 60.9%-32.7pp | 68.3%-40.1pp | 67.2%-39.0pp |
| Annual return | 17.19% | 30.02%-12.8pp | 32.77%-15.6pp | 160.62%-143.4pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,635 | $2,849-42.6% | $4,567-64.2% | $4,125-60.4% |
| Admin fee / account holder | $204 | $4,091-95.0% | $6,412-96.8% | $5,651-96.4% |