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 7-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 | $56,898 | $74,927-24.1% | $101,794-44.1% | $84,808-32.9% |
| Participation rate | 31.9% | 61.4%-29.5pp | 69.2%-37.3pp | 68.3%-36.4pp |
| Annual return | 14.38% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $198 | $1,522-87.0% | $2,289-91.3% | $2,631-92.5% |
| Participant deferral / active EE | $1,625 | $3,099-47.6% | $4,084-60.2% | $4,212-61.4% |
| Admin fee / account holder | $173 | $6,514-97.3% | $8,777-98.0% | $7,344-97.6% |