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 5-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 | $2,742 | $74,888-96.3% | $71,209-96.1% | $142,382-98.1% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.1%-21.8pp |
| Annual return | 23.04% | 345.14%-322.1pp | 282.51%-259.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $377 | $2,854-86.8% | $2,721-86.1% | $4,299-91.2% |
| Participant deferral / active EE | $665 | $4,454-85.1% | $4,175-84.1% | $6,507-89.8% |
| Admin fee / account holder | $278 | $5,568-95.0% | $5,349-94.8% | $12,624-97.8% |