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 | $99,680 | $81,474+22.3% | $133,956-25.6% | $73,488+35.6% |
| Participation rate | 27.9% | 76.4%-48.5pp | 79.8%-52.0pp | 70.7%-42.8pp |
| Annual return | 23.11% | 19.40%+3.7pp | 45.09%-22.0pp | 28.51%-5.4pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,781 | $3,786-0.2% | $5,048-25.1% | $3,740+1.1% |
| Admin fee / account holder | $63 | $713-91.1% | $8,927-99.3% | $513-87.6% |