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 | $68,184 | $104,974-35.0% | $95,585-28.7% | $142,382-52.1% |
| Participation rate | 19.0% | 75.0%-55.9pp | 72.1%-53.0pp | 80.1%-61.1pp |
| Annual return | 24.08% | 210.33%-186.2pp | 38.56%-14.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $256 | $2,779-90.8% | $2,527-89.9% | $4,299-94.0% |
| Participant deferral / active EE | $2,277 | $4,352-47.7% | $4,023-43.4% | $6,507-65.0% |
| Admin fee / account holder | $245 | $6,386-96.2% | $6,127-96.0% | $12,624-98.1% |