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 | $15,137 | $61,272-75.3% | $149,673-89.9% | $71,457-78.8% |
| Participation rate | 26.2% | 62.5%-36.3pp | 78.8%-52.6pp | 67.9%-41.7pp |
| Annual return | 16.26% | 35.85%-19.6pp | 134.42%-118.2pp | 28.85%-12.6pp |
| Employer contribution / active EE | $126 | $2,378-94.7% | $4,818-97.4% | $2,588-95.1% |
| Participant deferral / active EE | $886 | $2,917-69.6% | $5,680-84.4% | $4,289-79.4% |
| Admin fee / account holder | $218 | $1,261-82.7% | $13,210-98.3% | $1,587-86.2% |