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 | $3,973 | $74,888-94.7% | $71,209-94.4% | $142,382-97.2% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 26.77% | 345.14%-318.4pp | 282.51%-255.7pp | 217.08%-190.3pp |
| Employer contribution / active EE | $317 | $2,854-88.9% | $2,721-88.4% | $4,299-92.6% |
| Participant deferral / active EE | $689 | $4,454-84.5% | $4,175-83.5% | $6,507-89.4% |
| Admin fee / account holder | $67 | $5,568-98.8% | $5,349-98.7% | $12,624-99.5% |