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 5-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 | $90,509 | $133,922-32.4% | $116,228-22.1% | $142,382-36.4% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.6%-38.2pp | 80.1%-43.8pp |
| Annual return | 17.13% | 147.76%-130.6pp | 90.06%-72.9pp | 217.08%-199.9pp |
| Employer contribution / active EE | $582 | $3,446-83.1% | $2,994-80.6% | $4,299-86.5% |
| Participant deferral / active EE | $6,335 | $5,672+11.7% | $4,953+27.9% | $6,507-2.6% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |