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 9-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 | $11,252 | $64,839-82.6% | $95,585-88.2% | $84,808-86.7% |
| Participation rate | 34.3% | 63.8%-29.5pp | 72.1%-37.8pp | 68.3%-34.0pp |
| Annual return | 15.98% | -670.96%+686.9pp | 38.56%-22.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $185 | $1,759-89.5% | $2,527-92.7% | $2,631-93.0% |
| Participant deferral / active EE | $947 | $2,965-68.0% | $4,023-76.5% | $4,212-77.5% |
| Admin fee / account holder | $145 | $5,964-97.6% | $6,127-97.6% | $7,344-98.0% |