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 | $75,804 | $181,894-58.3% | $156,549-51.6% | $273,961-72.3% |
| Participation rate | 54.2% | 88.4%-34.2pp | 84.0%-29.8pp | 83.0%-28.8pp |
| Annual return | 7.98% | 30.74%-22.8pp | 32.23%-24.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,035 | $6,248-83.4% | $5,501-81.2% | $4,869-78.7% |
| Participant deferral / active EE | $3,513 | $5,550-36.7% | $4,871-27.9% | $5,287-33.5% |
| Admin fee / account holder | $245 | $15,559-98.4% | $13,027-98.1% | $10,132-97.6% |