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 | $97,533 | $114,381-14.7% | $107,525-9.3% | $142,382-31.5% |
| Participation rate | 31.3% | 78.1%-46.9pp | 75.1%-43.8pp | 80.1%-48.9pp |
| Annual return | 17.55% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $653 | $4,015-83.7% | $3,754-82.6% | $4,299-84.8% |
| Participant deferral / active EE | $2,413 | $5,564-56.6% | $5,116-52.8% | $6,507-62.9% |
| Admin fee / account holder | $24 | $9,860-99.8% | $8,919-99.7% | $12,624-99.8% |