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 9-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 | $29,126 | $165,335-82.4% | $149,696-80.5% | $158,922-81.7% |
| Participation rate | 31.3% | 84.6%-53.3pp | 82.5%-51.2pp | 82.0%-50.7pp |
| Annual return | 19.58% | 348.15%-328.6pp | 276.60%-257.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $401 | $5,103-92.2% | $4,644-91.4% | $4,761-91.6% |
| Participant deferral / active EE | $2,602 | $7,181-63.8% | $6,842-62.0% | $5,982-56.5% |
| Admin fee / account holder | $244 | $10,807-97.7% | $9,309-97.4% | $11,246-97.8% |