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 | $50,784 | $106,890-52.5% | $84,015-39.6% | $152,861-66.8% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.4%-42.4pp |
| Annual return | 32.44% | 104.99%-72.5pp | 71.31%-38.9pp | 345.32%-312.9pp |
| Employer contribution / active EE | $352 | $2,734-87.1% | $1,983-82.3% | $4,762-92.6% |
| Participant deferral / active EE | $3,840 | $4,011-4.3% | $3,239+18.6% | $5,850-34.4% |
| Admin fee / account holder | -$12 | $8,285-100.1% | $6,101-100.2% | $11,596-100.1% |