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 | $29,119 | $115,770-74.8% | $101,248-71.2% | $158,922-81.7% |
| Participation rate | 31.3% | 79.4%-48.1pp | 75.8%-44.6pp | 82.0%-50.7pp |
| Annual return | 39.72% | 56.14%-16.4pp | 46.47%-6.8pp | 302.83%-263.1pp |
| Employer contribution / active EE | $667 | $4,175-84.0% | $3,660-81.8% | $4,761-86.0% |
| Participant deferral / active EE | $3,589 | $4,957-27.6% | $4,370-17.9% | $5,982-40.0% |
| Admin fee / account holder | $75 | $7,245-99.0% | $5,945-98.7% | $11,246-99.3% |