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 7-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 | $54,987 | $89,753-38.7% | $107,525-48.9% | $84,808-35.2% |
| Participation rate | 29.0% | 68.1%-39.0pp | 75.1%-46.0pp | 68.3%-39.3pp |
| Annual return | 20.32% | 29.48%-9.2pp | 181.32%-161.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $613 | $3,113-80.3% | $3,754-83.7% | $2,631-76.7% |
| Participant deferral / active EE | $2,009 | $4,056-50.5% | $5,116-60.7% | $4,212-52.3% |
| Admin fee / account holder | $252 | $7,222-96.5% | $8,919-97.2% | $7,344-96.6% |