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 6-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 | $38,943 | $111,724-65.1% | $93,606-58.4% | $145,922-73.3% |
| Participation rate | 45.0% | 74.2%-29.2pp | 68.7%-23.7pp | 80.3%-35.3pp |
| Annual return | 14.30% | 202.98%-188.7pp | 133.20%-118.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $133 | $3,090-95.7% | $2,420-94.5% | $4,660-97.1% |
| Participant deferral / active EE | $1,525 | $4,912-69.0% | $4,411-65.4% | $6,688-77.2% |
| Admin fee / account holder | $188 | $10,250-98.2% | $8,285-97.7% | $13,397-98.6% |