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 | $50,553 | $185,822-72.8% | $169,993-70.3% | $139,434-63.7% |
| Participation rate | 61.9% | 87.8%-25.9pp | 87.0%-25.1pp | 80.3%-18.4pp |
| Annual return | 50.46% | 60.50%-10.0pp | 53.37%-2.9pp | 372.94%-322.5pp |
| Employer contribution / active EE | $1,203 | $7,590-84.1% | $6,785-82.3% | $4,751-74.7% |
| Participant deferral / active EE | $4,177 | $11,622-64.1% | $10,408-59.9% | $6,710-37.7% |
| Admin fee / account holder | $199 | $15,381-98.7% | $12,815-98.4% | $11,403-98.3% |