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 | $44,607 | $162,781-72.6% | $133,956-66.7% | $158,922-71.9% |
| Participation rate | 27.8% | 83.2%-55.4pp | 79.8%-52.1pp | 82.0%-54.2pp |
| Annual return | 23.45% | 41.94%-18.5pp | 45.09%-21.6pp | 302.83%-279.4pp |
| Employer contribution / active EE | $444 | $4,975-91.1% | $3,919-88.7% | $4,761-90.7% |
| Participant deferral / active EE | $2,955 | $5,911-50.0% | $5,048-41.5% | $5,982-50.6% |
| Admin fee / account holder | $87 | $11,736-99.3% | $8,927-99.0% | $11,246-99.2% |