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 | $41,924 | $54,705-23.4% | $71,209-41.1% | $84,808-50.6% |
| Participation rate | 30.0% | 64.1%-34.1pp | 73.8%-43.8pp | 68.3%-38.3pp |
| Annual return | 48.05% | 35.90%+12.2pp | 282.51%-234.5pp | 40.90%+7.2pp |
| Employer contribution / active EE | $220 | $2,158-89.8% | $2,721-91.9% | $2,631-91.6% |
| Participant deferral / active EE | $1,060 | $3,030-65.0% | $4,175-74.6% | $4,212-74.8% |
| Admin fee / account holder | $8 | $4,863-99.8% | $5,349-99.9% | $7,344-99.9% |