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 | $17,368 | $60,892-71.5% | $82,389-78.9% | $84,808-79.5% |
| Participation rate | 28.6% | 63.3%-34.7pp | 69.5%-41.0pp | 68.3%-39.7pp |
| Annual return | 19.08% | 37.29%-18.2pp | 28.67%-9.6pp | 40.90%-21.8pp |
| Employer contribution / active EE | $288 | $1,779-83.8% | $2,517-88.5% | $2,631-89.0% |
| Participant deferral / active EE | $1,221 | $3,179-61.6% | $4,155-70.6% | $4,212-71.0% |
| Admin fee / account holder | $71 | $5,467-98.7% | $7,231-99.0% | $7,344-99.0% |