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 | $12,593 | $48,795-74.2% | $65,493-80.8% | $84,808-85.2% |
| Participation rate | 16.7% | 67.0%-50.3pp | 73.1%-56.4pp | 68.3%-51.6pp |
| Annual return | 27.41% | 20.20%+7.2pp | 982.45%-955.0pp | 40.90%-13.5pp |
| Employer contribution / active EE | $327 | $1,930-83.1% | $2,574-87.3% | $2,631-87.6% |
| Participant deferral / active EE | $968 | $2,928-67.0% | $3,961-75.6% | $4,212-77.0% |
| Admin fee / account holder | $14 | $3,877-99.6% | $5,028-99.7% | $7,344-99.8% |