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 | $73,211 | $202,432-63.8% | $169,368-56.8% | $139,434-47.5% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 19.05% | 531.74%-512.7pp | 405.60%-386.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $275 | $4,692-94.1% | $4,013-93.1% | $4,751-94.2% |
| Participant deferral / active EE | $1,823 | $6,938-73.7% | $6,221-70.7% | $6,710-72.8% |
| Admin fee / account holder | $293 | $10,708-97.3% | $9,003-96.8% | $11,403-97.4% |