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 | $30,409 | $162,781-81.3% | $133,956-77.3% | $158,922-80.9% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 8.85% | 41.94%-33.1pp | 45.09%-36.2pp | 302.83%-294.0pp |
| Employer contribution / active EE | $18 | $4,975-99.6% | $3,919-99.5% | $4,761-99.6% |
| Participant deferral / active EE | $2,824 | $5,911-52.2% | $5,048-44.1% | $5,982-52.8% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |