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 4-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 | $26,724 | $106,515-74.9% | $96,683-72.4% | $139,434-80.8% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 23.54% | 38.43%-14.9pp | 35.69%-12.2pp | 372.94%-349.4pp |
| Employer contribution / active EE | $603 | $4,103-85.3% | $3,737-83.9% | $4,751-87.3% |
| Participant deferral / active EE | $1,506 | $5,454-72.4% | $4,878-69.1% | $6,710-77.6% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |