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 | $64,553 | $102,966-37.3% | $90,281-28.5% | $152,861-57.8% |
| Participation rate | 38.1% | 75.9%-37.8pp | 73.3%-35.2pp | 82.4%-44.4pp |
| Annual return | 22.92% | 95.16%-72.2pp | 78.10%-55.2pp | 345.32%-322.4pp |
| Employer contribution / active EE | $59 | $3,139-98.1% | $2,854-97.9% | $4,762-98.8% |
| Participant deferral / active EE | $3,261 | $4,281-23.8% | $3,885-16.1% | $5,850-44.3% |
| Admin fee / account holder | $130 | $6,171-97.9% | $5,351-97.6% | $11,596-98.9% |