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 | $13,092 | $77,899-83.2% | $149,673-91.3% | $75,163-82.6% |
| Participation rate | 28.8% | 65.6%-36.7pp | 78.8%-49.9pp | 67.2%-38.3pp |
| Annual return | 76.38% | 31.72%+44.7pp | 134.42%-58.0pp | 160.62%-84.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,361 | $3,411-60.1% | $5,680-76.0% | $4,125-67.0% |
| Admin fee / account holder | $95 | $5,956-98.4% | $13,210-99.3% | $5,651-98.3% |