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 9-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 | $38,282 | $81,460-53.0% | $103,333-63.0% | $80,856-52.7% |
| Participation rate | 41.4% | 66.8%-25.5pp | 74.5%-33.1pp | 67.6%-26.3pp |
| Annual return | 13.98% | 25.55%-11.6pp | 24.88%-10.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $696 | $3,105-77.6% | $3,868-82.0% | $2,755-74.7% |
| Participant deferral / active EE | $1,624 | $3,869-58.0% | $5,057-67.9% | $4,296-62.2% |
| Admin fee / account holder | $145 | $6,566-97.8% | $8,355-98.3% | $6,918-97.9% |