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 | $29,782 | $73,515-59.5% | $62,995-52.7% | $147,584-79.8% |
| Participation rate | 28.6% | 77.9%-49.3pp | 74.8%-46.2pp | 82.8%-54.3pp |
| Annual return | 24.19% | 175.43%-151.2pp | 87.57%-63.4pp | 578.55%-554.4pp |
| Employer contribution / active EE | $280 | $3,320-91.6% | $2,759-89.9% | $4,876-94.3% |
| Participant deferral / active EE | $1,168 | $4,185-72.1% | $3,329-64.9% | $5,439-78.5% |
| Admin fee / account holder | $100 | $5,953-98.3% | $3,600-97.2% | $10,885-99.1% |