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 | $44,146 | $183,519-75.9% | $155,509-71.6% | $145,922-69.7% |
| Participation rate | 10.0% | 82.7%-72.7pp | 78.2%-68.2pp | 80.3%-70.3pp |
| Annual return | 33.83% | 61.17%-27.3pp | 64.67%-30.8pp | 561.29%-527.5pp |
| Employer contribution / active EE | $160 | $5,313-97.0% | $4,672-96.6% | $4,660-96.6% |
| Participant deferral / active EE | $3,050 | $6,462-52.8% | $5,626-45.8% | $6,688-54.4% |
| Admin fee / account holder | $257 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |