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 6-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 | $49,546 | $117,983-58.0% | $101,794-51.3% | $142,382-65.2% |
| Participation rate | 40.9% | 74.2%-33.3pp | 69.2%-28.3pp | 80.1%-39.2pp |
| Annual return | 17.62% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $121 | $2,773-95.6% | $2,289-94.7% | $4,299-97.2% |
| Participant deferral / active EE | $1,409 | $4,714-70.1% | $4,084-65.5% | $6,507-78.3% |
| Admin fee / account holder | $208 | $10,433-98.0% | $8,777-97.6% | $12,624-98.4% |