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 | $61,476 | $165,335-62.8% | $149,696-58.9% | $158,922-61.3% |
| Participation rate | 22.2% | 84.6%-62.3pp | 82.5%-60.3pp | 82.0%-59.7pp |
| Annual return | 18.78% | 348.15%-329.4pp | 276.60%-257.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $362 | $5,103-92.9% | $4,644-92.2% | $4,761-92.4% |
| Participant deferral / active EE | $5,199 | $7,181-27.6% | $6,842-24.0% | $5,982-13.1% |
| Admin fee / account holder | $215 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |