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 | $41,130 | $71,050-42.1% | $93,606-56.1% | $80,856-49.1% |
| Participation rate | 12.5% | 60.4%-47.9pp | 68.7%-56.2pp | 67.6%-55.1pp |
| Annual return | 14.41% | 11.26%+3.1pp | 133.20%-118.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $202 | $1,564-87.1% | $2,420-91.6% | $2,755-92.7% |
| Participant deferral / active EE | $1,447 | $4,034-64.1% | $4,411-67.2% | $4,296-66.3% |
| Admin fee / account holder | $0 | $6,945-100.0% | $8,285-100.0% | $6,918-100.0% |