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 | $12,724 | $80,717-84.2% | $154,803-91.8% | $84,808-85.0% |
| Participation rate | 45.3% | 66.8%-21.5pp | 78.1%-32.8pp | 68.3%-23.0pp |
| Annual return | 26.52% | 37.96%-11.4pp | 58.88%-32.4pp | 40.90%-14.4pp |
| Employer contribution / active EE | $266 | $2,761-90.4% | $4,305-93.8% | $2,631-89.9% |
| Participant deferral / active EE | $2,078 | $3,303-37.1% | $5,540-62.5% | $4,212-50.7% |
| Admin fee / account holder | $116 | $6,746-98.3% | $14,329-99.2% | $7,344-98.4% |