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 | $67,731 | $201,272-66.3% | $184,203-63.2% | $145,922-53.6% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.6pp |
| Annual return | 16.33% | 29.00%-12.7pp | 28.81%-12.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,443 | $7,022-79.4% | $6,427-77.5% | $4,660-69.0% |
| Participant deferral / active EE | $4,642 | $9,806-52.7% | $9,131-49.2% | $6,688-30.6% |
| Admin fee / account holder | $1 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |