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 7-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 | $48,441 | $90,348-46.4% | $75,972-36.2% | $145,922-66.8% |
| Participation rate | 44.4% | 74.5%-30.0pp | 69.1%-24.6pp | 80.3%-35.8pp |
| Annual return | 10.55% | 620.88%-610.3pp | 359.55%-349.0pp | 561.29%-550.7pp |
| Employer contribution / active EE | $437 | $3,311-86.8% | $2,685-83.7% | $4,660-90.6% |
| Participant deferral / active EE | $4,557 | $5,162-11.7% | $4,255+7.1% | $6,688-31.9% |
| Admin fee / account holder | $205 | $8,467-97.6% | $6,467-96.8% | $13,397-98.5% |