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 | $12,766 | $80,717-84.2% | $154,803-91.8% | $84,808-84.9% |
| Participation rate | 37.1% | 66.8%-29.7pp | 78.1%-40.9pp | 68.3%-31.2pp |
| Annual return | 23.43% | 37.96%-14.5pp | 58.88%-35.5pp | 40.90%-17.5pp |
| Employer contribution / active EE | $98 | $2,761-96.5% | $4,305-97.7% | $2,631-96.3% |
| Participant deferral / active EE | $1,370 | $3,303-58.5% | $5,540-75.3% | $4,212-67.5% |
| Admin fee / account holder | $181 | $6,746-97.3% | $14,329-98.7% | $7,344-97.5% |