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 | $15,329 | $54,762-72.0% | $90,281-83.0% | $72,985-79.0% |
| Participation rate | 48.5% | 65.1%-16.7pp | 73.3%-24.8pp | 69.5%-21.0pp |
| Annual return | 24.96% | 30.63%-5.7pp | 78.10%-53.1pp | 81.00%-56.0pp |
| Employer contribution / active EE | $219 | $2,092-89.5% | $2,854-92.3% | $2,440-91.0% |
| Participant deferral / active EE | $2,370 | $2,887-17.9% | $3,885-39.0% | $3,607-34.3% |
| Admin fee / account holder | $153 | $3,972-96.1% | $5,351-97.1% | $5,124-97.0% |