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 | $16,436 | $39,019-57.9% | $80,716-79.6% | $85,850-80.9% |
| Participation rate | 7.1% | 41.5%-34.4pp | 54.2%-47.0pp | 69.3%-62.2pp |
| Annual return | 31.81% | 26.27%+5.5pp | 87.28%-55.5pp | 318.53%-286.7pp |
| Employer contribution / active EE | $73 | $722-90.0% | $1,160-93.7% | $2,565-97.2% |
| Participant deferral / active EE | $747 | $1,326-43.7% | $2,146-65.2% | $3,952-81.1% |
| Admin fee / account holder | $42 | $2,431-98.3% | $3,380-98.8% | $6,260-99.3% |