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 | $22,262 | $60,124-63.0% | $90,404-75.4% | $79,858-72.1% |
| Participation rate | 20.6% | 65.0%-44.4pp | 72.7%-52.1pp | 69.6%-49.0pp |
| Annual return | 18.73% | 71.94%-53.2pp | 1293.02%-1274.3pp | 31.71%-13.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,059 | $2,938-64.0% | $3,963-73.3% | $3,740-71.7% |
| Admin fee / account holder | $6 | $3,976-99.8% | $5,611-99.9% | $5,306-99.9% |