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 | $20,421 | $114,381-82.1% | $107,525-81.0% | $142,382-85.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 17.18% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $317 | $4,015-92.1% | $3,754-91.6% | $4,299-92.6% |
| Participant deferral / active EE | $4,032 | $5,564-27.5% | $5,116-21.2% | $6,507-38.0% |
| Admin fee / account holder | $168 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |