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 8-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 | $22,423 | $138,065-83.8% | $123,544-81.9% | $135,375-83.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -7.81% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $686 | $5,151-86.7% | $4,628-85.2% | $4,779-85.6% |
| Participant deferral / active EE | $2,463 | $6,799-63.8% | $6,426-61.7% | $5,609-56.1% |
| Admin fee / account holder | $101 | $10,916-99.1% | $9,284-98.9% | $10,827-99.1% |