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 | $24,386 | $77,419-68.5% | $69,455-64.9% | $152,861-84.0% |
| Participation rate | 58.3% | 78.1%-19.8pp | 74.6%-16.3pp | 82.4%-24.1pp |
| Annual return | 17.29% | 39.06%-21.8pp | 28.97%-11.7pp | 345.32%-328.0pp |
| Employer contribution / active EE | $241 | $3,315-92.7% | $2,779-91.3% | $4,762-94.9% |
| Participant deferral / active EE | $1,328 | $4,414-69.9% | $3,535-62.4% | $5,850-77.3% |
| Admin fee / account holder | $16 | $6,207-99.7% | $3,839-99.6% | $11,596-99.9% |