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 | $41,334 | $108,919-62.1% | $100,391-58.8% | $145,922-71.7% |
| Participation rate | 58.8% | 82.9%-24.1pp | 81.5%-22.7pp | 80.3%-21.5pp |
| Annual return | 16.11% | 57.88%-41.8pp | 49.20%-33.1pp | 561.29%-545.2pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,346 | $8,445-72.2% | $8,082-71.0% | $6,688-64.9% |
| Admin fee / account holder | $12 | $9,689-99.9% | $7,899-99.8% | $13,397-99.9% |