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 | $14,922 | $74,888-80.1% | $71,209-79.0% | $142,382-89.5% |
| Participation rate | 35.0% | 76.2%-41.2pp | 73.8%-38.8pp | 80.1%-45.1pp |
| Annual return | 20.02% | 345.14%-325.1pp | 282.51%-262.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $160 | $2,854-94.4% | $2,721-94.1% | $4,299-96.3% |
| Participant deferral / active EE | $641 | $4,454-85.6% | $4,175-84.7% | $6,507-90.2% |
| Admin fee / account holder | $58 | $5,568-99.0% | $5,349-98.9% | $12,624-99.5% |