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 9-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 | $37,112 | $91,552-59.5% | $133,956-72.3% | $79,858-53.5% |
| Participation rate | 24.1% | 73.3%-49.2pp | 79.8%-55.7pp | 69.6%-45.5pp |
| Annual return | 19.34% | 61.85%-42.5pp | 45.09%-25.7pp | 31.71%-12.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,727 | $3,733-27.0% | $5,048-46.0% | $3,740-27.1% |
| Admin fee / account holder | $193 | $6,321-96.9% | $8,927-97.8% | $5,306-96.4% |