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 4-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 | $30,762 | $94,338-67.4% | $100,534-69.4% | $142,382-78.4% |
| Participation rate | 25.0% | 81.7%-56.7pp | 80.6%-55.6pp | 80.1%-55.1pp |
| Annual return | 16.70% | 29.20%-12.5pp | 32.66%-16.0pp | 217.08%-200.4pp |
| Employer contribution / active EE | $984 | $4,237-76.8% | $4,346-77.4% | $4,299-77.1% |
| Participant deferral / active EE | $1,928 | $5,934-67.5% | $6,144-68.6% | $6,507-70.4% |
| Admin fee / account holder | $218 | $8,421-97.4% | $7,654-97.2% | $12,624-98.3% |