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 10-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 | $31,502 | $73,933-57.4% | $96,683-67.4% | $75,163-58.1% |
| Participation rate | 42.3% | 66.4%-24.1pp | 74.3%-32.0pp | 67.2%-24.9pp |
| Annual return | 15.15% | 26.70%-11.6pp | 35.69%-20.5pp | 160.62%-145.5pp |
| Employer contribution / active EE | $636 | $2,928-78.3% | $3,737-83.0% | $2,670-76.2% |
| Participant deferral / active EE | $3,008 | $3,659-17.8% | $4,878-38.3% | $4,125-27.1% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |