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 3-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 | $3,238 | $54,705-94.1% | $71,209-95.5% | $84,808-96.2% |
| Participation rate | 36.1% | 64.1%-28.0pp | 73.8%-37.7pp | 68.3%-32.2pp |
| Annual return | 34.04% | 35.90%-1.9pp | 282.51%-248.5pp | 40.90%-6.9pp |
| Employer contribution / active EE | $234 | $2,158-89.2% | $2,721-91.4% | $2,631-91.1% |
| Participant deferral / active EE | $589 | $3,030-80.6% | $4,175-85.9% | $4,212-86.0% |
| Admin fee / account holder | $127 | $4,863-97.4% | $5,349-97.6% | $7,344-98.3% |