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 | $63,902 | $74,888-14.7% | $71,209-10.3% | $142,382-55.1% |
| Participation rate | 16.7% | 76.2%-59.6pp | 73.8%-57.1pp | 80.1%-63.5pp |
| Annual return | 19.65% | 345.14%-325.5pp | 282.51%-262.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $227 | $2,854-92.1% | $2,721-91.7% | $4,299-94.7% |
| Participant deferral / active EE | $850 | $4,454-80.9% | $4,175-79.6% | $6,507-86.9% |
| Admin fee / account holder | $232 | $5,568-95.8% | $5,349-95.7% | $12,624-98.2% |