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 | $36,188 | $209,832-82.8% | $189,513-80.9% | $167,490-78.4% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 17.28% | 748.27%-731.0pp | 555.15%-537.9pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,414 | $6,914-79.5% | $6,162-77.0% | $4,837-70.8% |
| Participant deferral / active EE | $6,212 | $8,935-30.5% | $8,221-24.4% | $6,341-2.0% |
| Admin fee / account holder | $233 | $14,293-98.4% | $12,045-98.1% | $12,309-98.1% |