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 | $43,649 | $127,386-65.7% | $115,037-62.1% | $125,391-65.2% |
| Participation rate | 23.5% | 84.2%-60.6pp | 81.4%-57.8pp | 83.2%-59.7pp |
| Annual return | -0.53% | 31.28%-31.8pp | 26.14%-26.7pp | 282.22%-282.8pp |
| Employer contribution / active EE | $595 | $5,166-88.5% | $4,608-87.1% | $4,866-87.8% |
| Participant deferral / active EE | $2,018 | $6,423-68.6% | $6,026-66.5% | $5,352-62.3% |
| Admin fee / account holder | $21 | $9,516-99.8% | $8,175-99.7% | $9,540-99.8% |