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 4-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 | $8,953 | $95,266-90.6% | $82,389-89.1% | $142,382-93.7% |
| Participation rate | 46.7% | 74.5%-27.8pp | 69.5%-22.9pp | 80.1%-33.5pp |
| Annual return | 21.26% | 25.74%-4.5pp | 28.67%-7.4pp | 217.08%-195.8pp |
| Employer contribution / active EE | $187 | $2,991-93.8% | $2,517-92.6% | $4,299-95.7% |
| Participant deferral / active EE | $1,410 | $4,809-70.7% | $4,155-66.1% | $6,507-78.3% |
| Admin fee / account holder | $287 | $8,563-96.6% | $7,231-96.0% | $12,624-97.7% |