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 | $20,661 | $108,642-81.0% | $74,701-72.3% | $152,861-86.5% |
| Participation rate | 42.9% | 65.3%-22.5pp | 54.5%-11.6pp | 82.4%-39.6pp |
| Annual return | 24.79% | 114.06%-89.3pp | 752.92%-728.1pp | 345.32%-320.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $797 | $2,712-70.6% | $1,964-59.4% | $5,850-86.4% |
| Admin fee / account holder | $68 | $4,902-98.6% | $3,333-98.0% | $11,596-99.4% |