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 | $74,004 | $89,753-17.5% | $107,525-31.2% | $84,808-12.7% |
| Participation rate | 34.3% | 68.1%-33.8pp | 75.1%-40.8pp | 68.3%-34.0pp |
| Annual return | 19.39% | 29.48%-10.1pp | 181.32%-161.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $531 | $3,113-83.0% | $3,754-85.9% | $2,631-79.8% |
| Participant deferral / active EE | $1,986 | $4,056-51.0% | $5,116-61.2% | $4,212-52.8% |
| Admin fee / account holder | $151 | $7,222-97.9% | $8,919-98.3% | $7,344-97.9% |