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 | $18,656 | $59,101-68.4% | $77,163-75.8% | $75,163-75.2% |
| Participation rate | 42.0% | 63.9%-21.9pp | 69.6%-27.6pp | 67.2%-25.2pp |
| Annual return | 22.10% | 26.71%-4.6pp | 37.87%-15.8pp | 160.62%-138.5pp |
| Employer contribution / active EE | $397 | $1,995-80.1% | $2,535-84.3% | $2,670-85.1% |
| Participant deferral / active EE | $1,038 | $2,999-65.4% | $3,833-72.9% | $4,125-74.8% |
| Admin fee / account holder | $64 | $4,774-98.7% | $5,472-98.8% | $5,651-98.9% |