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 4-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 | $63,397 | $177,572-64.3% | $154,803-59.0% | $142,382-55.5% |
| Participation rate | 12.5% | 82.1%-69.6pp | 78.1%-65.6pp | 80.1%-67.6pp |
| Annual return | 27.79% | 65.07%-37.3pp | 58.88%-31.1pp | 217.08%-189.3pp |
| Employer contribution / active EE | $800 | $4,810-83.4% | $4,305-81.4% | $4,299-81.4% |
| Participant deferral / active EE | $1,730 | $6,272-72.4% | $5,540-68.8% | $6,507-73.4% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |