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 | $107,419 | $39,162+174.3% | $100,671+6.7% | $59,632+80.1% |
| Participation rate | 30.8% | 55.9%-25.1pp | 70.7%-39.9pp | 68.7%-37.9pp |
| Annual return | 0.07% | 21.07%-21.0pp | 20.43%-20.4pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $894 | $1,992-55.1% | $3,144-71.6% | $3,192-72.0% |
| Admin fee / account holder | $126 | $2,969-95.8% | $4,850-97.4% | $4,297-97.1% |