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 10-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 | $66,881 | $140,940-52.5% | $112,229-40.4% | $139,434-52.0% |
| Participation rate | 61.1% | 79.2%-18.1pp | 72.4%-11.3pp | 80.3%-19.2pp |
| Annual return | 12.68% | 32.71%-20.0pp | 30.20%-17.5pp | 372.94%-360.3pp |
| Employer contribution / active EE | $400 | $4,283-90.7% | $3,430-88.3% | $4,751-91.6% |
| Participant deferral / active EE | $0 | $5,874-100.0% | $4,798-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |