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 | $76,544 | $89,753-14.7% | $107,525-28.8% | $84,808-9.7% |
| Participation rate | 29.6% | 68.1%-38.4pp | 75.1%-45.4pp | 68.3%-38.7pp |
| Annual return | 25.93% | 29.48%-3.6pp | 181.32%-155.4pp | 40.90%-15.0pp |
| Employer contribution / active EE | $708 | $3,113-77.3% | $3,754-81.1% | $2,631-73.1% |
| Participant deferral / active EE | $2,110 | $4,056-48.0% | $5,116-58.7% | $4,212-49.9% |
| Admin fee / account holder | $23 | $7,222-99.7% | $8,919-99.7% | $7,344-99.7% |