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 | $10,670 | $48,230-77.9% | $67,502-84.2% | $80,856-86.8% |
| Participation rate | 69.2% | 66.4%+2.9pp | 72.9%-3.6pp | 67.6%+1.6pp |
| Annual return | 13.93% | 18.28%-4.3pp | 3512.12%-3498.2pp | 35.59%-21.7pp |
| Employer contribution / active EE | $298 | $2,020-85.2% | $2,731-89.1% | $2,755-89.2% |
| Participant deferral / active EE | $1,314 | $2,924-55.1% | $4,000-67.2% | $4,296-69.4% |
| Admin fee / account holder | $81 | $3,681-97.8% | $3,998-98.0% | $6,918-98.8% |