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 9-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 | $51,862 | $183,519-71.7% | $155,509-66.7% | $145,922-64.5% |
| Participation rate | 22.2% | 82.7%-60.4pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 10.62% | 61.17%-50.5pp | 64.67%-54.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $746 | $5,313-86.0% | $4,672-84.0% | $4,660-84.0% |
| Participant deferral / active EE | $3,168 | $6,462-51.0% | $5,626-43.7% | $6,688-52.6% |
| Admin fee / account holder | $247 | $19,313-98.7% | $15,912-98.4% | $13,397-98.2% |