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 | $9,568 | $60,892-84.3% | $82,389-88.4% | $84,808-88.7% |
| Participation rate | 40.4% | 63.3%-22.8pp | 69.5%-29.1pp | 68.3%-27.9pp |
| Annual return | 23.35% | 37.29%-13.9pp | 28.67%-5.3pp | 40.90%-17.5pp |
| Employer contribution / active EE | $132 | $1,779-92.6% | $2,517-94.7% | $2,631-95.0% |
| Participant deferral / active EE | $1,303 | $3,179-59.0% | $4,155-68.6% | $4,212-69.1% |
| Admin fee / account holder | $91 | $5,467-98.3% | $7,231-98.7% | $7,344-98.8% |