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 7-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 | $23,720 | $176,056-86.5% | $159,436-85.1% | $167,490-85.8% |
| Participation rate | 36.8% | 84.9%-48.1pp | 82.8%-46.0pp | 82.1%-45.3pp |
| Annual return | 15.38% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $591 | $5,297-88.9% | $4,829-87.8% | $4,837-87.8% |
| Participant deferral / active EE | $2,691 | $7,750-65.3% | $7,352-63.4% | $6,341-57.6% |
| Admin fee / account holder | $68 | $12,554-99.5% | $10,799-99.4% | $12,309-99.4% |