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 | $65,363 | $183,519-64.4% | $155,509-58.0% | $145,922-55.2% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 28.85% | 61.17%-32.3pp | 64.67%-35.8pp | 561.29%-532.4pp |
| Employer contribution / active EE | $462 | $5,313-91.3% | $4,672-90.1% | $4,660-90.1% |
| Participant deferral / active EE | $3,146 | $6,462-51.3% | $5,626-44.1% | $6,688-53.0% |
| Admin fee / account holder | $276 | $19,313-98.6% | $15,912-98.3% | $13,397-97.9% |