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 5-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 | $21,315 | $183,519-88.4% | $155,509-86.3% | $145,922-85.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.58% | 61.17%-43.6pp | 64.67%-47.1pp | 561.29%-543.7pp |
| Employer contribution / active EE | $843 | $5,313-84.1% | $4,672-82.0% | $4,660-81.9% |
| Participant deferral / active EE | $4,646 | $6,462-28.1% | $5,626-17.4% | $6,688-30.5% |
| Admin fee / account holder | $38 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |