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 | $39,973 | $114,047-65.0% | $96,139-58.4% | $167,490-76.1% |
| Participation rate | 30.0% | 75.1%-45.1pp | 68.4%-38.4pp | 82.1%-52.1pp |
| Annual return | 52.86% | 189.88%-137.0pp | 191.94%-139.1pp | 478.56%-425.7pp |
| Employer contribution / active EE | $286 | $3,427-91.7% | $2,797-89.8% | $4,837-94.1% |
| Participant deferral / active EE | $2,728 | $5,194-47.5% | $4,349-37.3% | $6,341-57.0% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |