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 | $19,422 | $74,888-74.1% | $71,209-72.7% | $142,382-86.4% |
| Participation rate | 41.7% | 76.2%-34.6pp | 73.8%-32.1pp | 80.1%-38.5pp |
| Annual return | 16.98% | 345.14%-328.2pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $15 | $2,854-99.5% | $2,721-99.5% | $4,299-99.7% |
| Participant deferral / active EE | $711 | $4,454-84.0% | $4,175-83.0% | $6,507-89.1% |
| Admin fee / account holder | $268 | $5,568-95.2% | $5,349-95.0% | $12,624-97.9% |