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 5-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 | $11,561 | $80,717-85.7% | $154,803-92.5% | $84,808-86.4% |
| Participation rate | 32.0% | 66.8%-34.8pp | 78.1%-46.1pp | 68.3%-36.3pp |
| Annual return | 48.09% | 37.96%+10.1pp | 58.88%-10.8pp | 40.90%+7.2pp |
| Employer contribution / active EE | $298 | $2,761-89.2% | $4,305-93.1% | $2,631-88.7% |
| Participant deferral / active EE | $2,111 | $3,303-36.1% | $5,540-61.9% | $4,212-49.9% |
| Admin fee / account holder | $34 | $6,746-99.5% | $14,329-99.8% | $7,344-99.5% |