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 10-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 | $0 | $87,733-100.0% | $106,548-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 71.9%-71.9pp | 76.1%-76.1pp | 69.3%-69.3pp |
| Annual return | 22.67% | 21.86%+0.8pp | 26.80%-4.1pp | 318.53%-295.9pp |
| Employer contribution / active EE | $350 | $2,073-83.1% | $2,819-87.6% | $2,565-86.4% |
| Participant deferral / active EE | $5,376 | $3,469+55.0% | $4,398+22.2% | $3,952+36.0% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,407-100.0% | $6,260-100.0% |