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 4-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 | $73,480 | $175,202-58.1% | $149,673-50.9% | $139,434-47.3% |
| Participation rate | 11.1% | 83.4%-72.3pp | 78.8%-67.7pp | 80.3%-69.2pp |
| Annual return | 39.62% | 166.71%-127.1pp | 134.42%-94.8pp | 372.94%-333.3pp |
| Employer contribution / active EE | $444 | $5,474-91.9% | $4,818-90.8% | $4,751-90.6% |
| Participant deferral / active EE | $3,222 | $6,519-50.6% | $5,680-43.3% | $6,710-52.0% |
| Admin fee / account holder | $216 | $16,150-98.7% | $13,210-98.4% | $11,403-98.1% |