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 | $47,927 | $44,960+6.6% | $84,966-43.6% | $74,495-35.7% |
| Participation rate | 9.0% | 49.4%-40.4pp | 67.5%-58.5pp | 67.2%-58.2pp |
| Annual return | 13.30% | 26.24%-12.9pp | 66.38%-53.1pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $196 | $1,457-86.6% | $2,727-92.8% | $2,623-92.5% |
| Participant deferral / active EE | $726 | $2,731-73.4% | $4,519-83.9% | $4,346-83.3% |
| Admin fee / account holder | $121 | $2,209-94.5% | $6,149-98.0% | $1,942-93.8% |