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 6-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 | $28,870 | $185,822-84.5% | $169,993-83.0% | $139,434-79.3% |
| Participation rate | 61.5% | 87.8%-26.2pp | 87.0%-25.5pp | 80.3%-18.8pp |
| Annual return | 19.40% | 60.50%-41.1pp | 53.37%-34.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,164 | $7,590-84.7% | $6,785-82.8% | $4,751-75.5% |
| Participant deferral / active EE | $3,801 | $11,622-67.3% | $10,408-63.5% | $6,710-43.4% |
| Admin fee / account holder | $111 | $15,381-99.3% | $12,815-99.1% | $11,403-99.0% |