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 | $18,410 | $73,515-75.0% | $62,995-70.8% | $147,584-87.5% |
| Participation rate | 44.4% | 77.9%-33.4pp | 74.8%-30.4pp | 82.8%-38.4pp |
| Annual return | 16.96% | 175.43%-158.5pp | 87.57%-70.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $267 | $3,320-92.0% | $2,759-90.3% | $4,876-94.5% |
| Participant deferral / active EE | $4,533 | $4,185+8.3% | $3,329+36.2% | $5,439-16.6% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |