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 6-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 | $84,027 | $159,602-47.4% | $150,045-44.0% | $142,382-41.0% |
| Participation rate | 12.5% | 84.0%-71.5pp | 82.3%-69.8pp | 80.1%-67.6pp |
| Annual return | 14.15% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $665 | $4,961-86.6% | $4,693-85.8% | $4,299-84.5% |
| Participant deferral / active EE | $3,321 | $8,310-60.0% | $7,997-58.5% | $6,507-49.0% |
| Admin fee / account holder | $131 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |