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 4-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 | $32,636 | $201,272-83.8% | $184,203-82.3% | $145,922-77.6% |
| Participation rate | 46.2% | 87.5%-41.3pp | 86.8%-40.7pp | 80.3%-34.1pp |
| Annual return | 21.39% | 29.00%-7.6pp | 28.81%-7.4pp | 561.29%-539.9pp |
| Employer contribution / active EE | $1,302 | $7,022-81.5% | $6,427-79.7% | $4,660-72.1% |
| Participant deferral / active EE | $3,359 | $9,806-65.7% | $9,131-63.2% | $6,688-49.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |