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 | $34,182 | $56,199-39.2% | $67,652-49.5% | $59,632-42.7% |
| Participation rate | 37.5% | 71.5%-34.0pp | 75.7%-38.2pp | 68.7%-31.2pp |
| Annual return | 1.54% | 18505.31%-18503.8pp | 6625.04%-6623.5pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $258 | $1,614-84.0% | $2,266-88.6% | $2,203-88.3% |
| Participant deferral / active EE | $2,557 | $2,844-10.1% | $3,560-28.2% | $3,192-19.9% |
| Admin fee / account holder | $216 | $3,958-94.5% | $4,821-95.5% | $4,297-95.0% |