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 | $80,839 | $99,877-19.1% | $84,966-4.9% | $145,922-44.6% |
| Participation rate | 27.3% | 74.1%-46.8pp | 67.5%-40.2pp | 80.3%-53.0pp |
| Annual return | 14.61% | 83.76%-69.1pp | 66.38%-51.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $304 | $3,231-90.6% | $2,727-88.9% | $4,660-93.5% |
| Participant deferral / active EE | $2,486 | $5,291-53.0% | $4,519-45.0% | $6,688-62.8% |
| Admin fee / account holder | $184 | $7,248-97.5% | $6,149-97.0% | $13,397-98.6% |