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 | $51,016 | $116,175-56.1% | $93,606-45.5% | $152,861-66.6% |
| Participation rate | 20.0% | 78.0%-58.0pp | 75.8%-55.8pp | 82.4%-62.4pp |
| Annual return | 23.78% | 35.96%-12.2pp | 32.76%-9.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $325 | $3,218-89.9% | $2,718-88.0% | $4,762-93.2% |
| Participant deferral / active EE | $3,800 | $4,603-17.4% | $4,069-6.6% | $5,850-35.0% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |