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 | $92,244 | $54,705+68.6% | $71,209+29.5% | $84,808+8.8% |
| Participation rate | 8.0% | 64.1%-56.1pp | 73.8%-65.8pp | 68.3%-60.3pp |
| Annual return | 17.73% | 35.90%-18.2pp | 282.51%-264.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $175 | $2,158-91.9% | $2,721-93.6% | $2,631-93.4% |
| Participant deferral / active EE | $752 | $3,030-75.2% | $4,175-82.0% | $4,212-82.2% |
| Admin fee / account holder | $259 | $4,863-94.7% | $5,349-95.2% | $7,344-96.5% |