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 | $18,163 | $105,859-82.8% | $90,160-79.9% | $147,584-87.7% |
| Participation rate | 45.5% | 79.7%-34.3pp | 76.9%-31.4pp | 82.8%-37.4pp |
| Annual return | 25.41% | 37.63%-12.2pp | 34.88%-9.5pp | 578.55%-553.1pp |
| Employer contribution / active EE | $236 | $4,126-94.3% | $3,318-92.9% | $4,876-95.2% |
| Participant deferral / active EE | $2,734 | $5,733-52.3% | $5,288-48.3% | $5,439-49.7% |
| Admin fee / account holder | $131 | $8,046-98.4% | $5,943-97.8% | $10,885-98.8% |