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 | $52,319 | $80,717-35.2% | $154,803-66.2% | $84,808-38.3% |
| Participation rate | 27.6% | 66.8%-39.2pp | 78.1%-50.5pp | 68.3%-40.7pp |
| Annual return | 15.88% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $82 | $2,761-97.0% | $4,305-98.1% | $2,631-96.9% |
| Participant deferral / active EE | $1,897 | $3,303-42.6% | $5,540-65.8% | $4,212-55.0% |
| Admin fee / account holder | $161 | $6,746-97.6% | $14,329-98.9% | $7,344-97.8% |