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 | $67,111 | $89,753-25.2% | $107,525-37.6% | $84,808-20.9% |
| Participation rate | 22.9% | 68.1%-45.2pp | 75.1%-52.2pp | 68.3%-45.5pp |
| Annual return | 20.98% | 29.48%-8.5pp | 181.32%-160.3pp | 40.90%-19.9pp |
| Employer contribution / active EE | $704 | $3,113-77.4% | $3,754-81.2% | $2,631-73.2% |
| Participant deferral / active EE | $2,262 | $4,056-44.2% | $5,116-55.8% | $4,212-46.3% |
| Admin fee / account holder | $269 | $7,222-96.3% | $8,919-97.0% | $7,344-96.3% |