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 3-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 | $34,323 | $179,726-80.9% | $156,263-78.0% | $142,382-75.9% |
| Participation rate | 35.7% | 82.1%-46.4pp | 78.9%-43.2pp | 80.1%-44.4pp |
| Annual return | 22.18% | 77.86%-55.7pp | 59.47%-37.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $417 | $5,069-91.8% | $4,333-90.4% | $4,299-90.3% |
| Participant deferral / active EE | $2,650 | $6,956-61.9% | $6,158-57.0% | $6,507-59.3% |
| Admin fee / account holder | $119 | $17,272-99.3% | $14,255-99.2% | $12,624-99.1% |