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 3-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 | $28,747 | $133,922-78.5% | $116,228-75.3% | $142,382-79.8% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.6%-44.6pp | 80.1%-50.1pp |
| Annual return | 21.36% | 147.76%-126.4pp | 90.06%-68.7pp | 217.08%-195.7pp |
| Employer contribution / active EE | $526 | $3,446-84.7% | $2,994-82.4% | $4,299-87.8% |
| Participant deferral / active EE | $1,824 | $5,672-67.8% | $4,953-63.2% | $6,507-72.0% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |