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 | $41,584 | $189,613-78.1% | $167,512-75.2% | $142,382-70.8% |
| Participation rate | 45.5% | 80.1%-34.7pp | 77.1%-31.6pp | 80.1%-34.7pp |
| Annual return | 32.04% | 2024.68%-1992.6pp | 1615.79%-1583.8pp | 217.08%-185.0pp |
| Employer contribution / active EE | $211 | $4,349-95.2% | $3,882-94.6% | $4,299-95.1% |
| Participant deferral / active EE | $1,358 | $6,981-80.5% | $6,405-78.8% | $6,507-79.1% |
| Admin fee / account holder | $270 | $10,528-97.4% | $9,769-97.2% | $12,624-97.9% |