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 6-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 | $12,470 | $60,892-79.5% | $82,389-84.9% | $84,808-85.3% |
| Participation rate | 62.1% | 63.3%-1.2pp | 69.5%-7.5pp | 68.3%-6.2pp |
| Annual return | 16.89% | 37.29%-20.4pp | 28.67%-11.8pp | 40.90%-24.0pp |
| Employer contribution / active EE | $85 | $1,779-95.2% | $2,517-96.6% | $2,631-96.8% |
| Participant deferral / active EE | $1,604 | $3,179-49.5% | $4,155-61.4% | $4,212-61.9% |
| Admin fee / account holder | $0 | $5,467-100.0% | $7,231-100.0% | $7,344-100.0% |