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 4-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 | $19,015 | $81,625-76.7% | $58,482-67.5% | $139,434-86.4% |
| Participation rate | 17.6% | 61.3%-43.7pp | 50.9%-33.2pp | 80.3%-62.7pp |
| Annual return | 54.38% | 7404.20%-7349.8pp | 4239.32%-4184.9pp | 372.94%-318.6pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,162 | $2,557-15.4% | $1,924+12.4% | $6,710-67.8% |
| Admin fee / account holder | $110 | $3,265-96.6% | $2,516-95.6% | $11,403-99.0% |