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 | $43,591 | $159,602-72.7% | $150,045-70.9% | $142,382-69.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 23.73% | 70.24%-46.5pp | 62.55%-38.8pp | 217.08%-193.3pp |
| Employer contribution / active EE | $719 | $4,961-85.5% | $4,693-84.7% | $4,299-83.3% |
| Participant deferral / active EE | $3,791 | $8,310-54.4% | $7,997-52.6% | $6,507-41.7% |
| Admin fee / account holder | $160 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |