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 | $35,756 | $54,705-34.6% | $71,209-49.8% | $84,808-57.8% |
| Participation rate | 32.4% | 64.1%-31.6pp | 73.8%-41.3pp | 68.3%-35.9pp |
| Annual return | 20.76% | 35.90%-15.1pp | 282.51%-261.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,672 | $3,030-11.8% | $4,175-36.0% | $4,212-36.6% |
| Admin fee / account holder | $160 | $4,863-96.7% | $5,349-97.0% | $7,344-97.8% |