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 8-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 | $23,376 | $115,770-79.8% | $101,248-76.9% | $158,922-85.3% |
| Participation rate | 38.9% | 79.4%-40.5pp | 75.8%-36.9pp | 82.0%-43.1pp |
| Annual return | 17.32% | 56.14%-38.8pp | 46.47%-29.2pp | 302.83%-285.5pp |
| Employer contribution / active EE | $336 | $4,175-91.9% | $3,660-90.8% | $4,761-92.9% |
| Participant deferral / active EE | $2,626 | $4,957-47.0% | $4,370-39.9% | $5,982-56.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |