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 | $31,566 | $127,386-75.2% | $115,037-72.6% | $125,391-74.8% |
| Participation rate | 58.8% | 84.2%-25.3pp | 81.4%-22.5pp | 83.2%-24.4pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $653 | $5,166-87.4% | $4,608-85.8% | $4,866-86.6% |
| Participant deferral / active EE | $2,494 | $6,423-61.2% | $6,026-58.6% | $5,352-53.4% |
| Admin fee / account holder | $158 | $9,516-98.3% | $8,175-98.1% | $9,540-98.3% |