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 | $74,495 | $83,902-11.2% | $167,512-55.5% | $84,808-12.2% |
| Participation rate | 40.0% | 66.5%-26.5pp | 77.1%-37.1pp | 68.3%-28.3pp |
| Annual return | 13.49% | 91.55%-78.1pp | 1615.79%-1602.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $229 | $2,264-89.9% | $3,882-94.1% | $2,631-91.3% |
| Participant deferral / active EE | $1,933 | $4,442-56.5% | $6,405-69.8% | $4,212-54.1% |
| Admin fee / account holder | $241 | $7,915-96.9% | $9,769-97.5% | $7,344-96.7% |