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 | $43,173 | $159,901-73.0% | $146,958-70.6% | $145,922-70.4% |
| Participation rate | 53.8% | 84.0%-30.1pp | 82.2%-28.3pp | 80.3%-26.4pp |
| Annual return | 12.49% | 98.13%-85.6pp | 418.34%-405.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $104 | $5,286-98.0% | $4,933-97.9% | $4,660-97.8% |
| Participant deferral / active EE | $10,115 | $8,428+20.0% | $8,070+25.3% | $6,688+51.2% |
| Admin fee / account holder | $175 | $15,044-98.8% | $12,998-98.7% | $13,397-98.7% |