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 | $38,982 | $95,803-59.3% | $113,168-65.6% | $84,808-54.0% |
| Participation rate | 48.1% | 72.9%-24.7pp | 76.6%-28.4pp | 68.3%-20.2pp |
| Annual return | 14.95% | 25.00%-10.1pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $30 | $2,360-98.7% | $2,975-99.0% | $2,631-98.9% |
| Participant deferral / active EE | $2,800 | $4,242-34.0% | $5,107-45.2% | $4,212-33.5% |
| Admin fee / account holder | $150 | $8,989-98.3% | $12,068-98.8% | $7,344-98.0% |