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 | $20,308 | $73,515-72.4% | $62,995-67.8% | $147,584-86.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 13.19% | 175.43%-162.2pp | 87.57%-74.4pp | 578.55%-565.4pp |
| Employer contribution / active EE | $193 | $3,320-94.2% | $2,759-93.0% | $4,876-96.1% |
| Participant deferral / active EE | $798 | $4,185-80.9% | $3,329-76.0% | $5,439-85.3% |
| Admin fee / account holder | $54 | $5,953-99.1% | $3,600-98.5% | $10,885-99.5% |