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 | $35,759 | $102,616-65.2% | $81,983-56.4% | $158,922-77.5% |
| Participation rate | 30.0% | 75.5%-45.5pp | 69.2%-39.2pp | 82.0%-52.0pp |
| Annual return | 17.37% | 61.04%-43.7pp | 41.31%-23.9pp | 302.83%-285.5pp |
| Employer contribution / active EE | $301 | $3,240-90.7% | $2,498-87.9% | $4,761-93.7% |
| Participant deferral / active EE | $2,704 | $4,648-41.8% | $3,722-27.4% | $5,982-54.8% |
| Admin fee / account holder | $20 | $8,235-99.8% | $5,664-99.6% | $11,246-99.8% |