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 | $31,024 | $88,583-65.0% | $88,497-64.9% | $273,961-88.7% |
| Participation rate | 37.5% | 83.5%-46.0pp | 82.4%-44.9pp | 83.0%-45.5pp |
| Annual return | 9.98% | 5.68%+4.3pp | 7.63%+2.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,092 | $4,502-75.8% | $4,036-73.0% | $4,869-77.6% |
| Participant deferral / active EE | $2,113 | $4,891-56.8% | $4,899-56.9% | $5,287-60.0% |
| Admin fee / account holder | $31 | $8,980-99.7% | $6,220-99.5% | $10,132-99.7% |