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 | $26,224 | $84,696-69.0% | $75,696-65.4% | $167,490-84.3% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.8%-37.3pp | 82.1%-44.6pp |
| Annual return | 23.32% | 199.36%-176.0pp | 104.53%-81.2pp | 478.56%-455.2pp |
| Employer contribution / active EE | $305 | $3,230-90.6% | $2,743-88.9% | $4,837-93.7% |
| Participant deferral / active EE | $1,456 | $4,580-68.2% | $3,821-61.9% | $6,341-77.0% |
| Admin fee / account holder | $246 | $5,355-95.4% | $3,619-93.2% | $12,309-98.0% |