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 | $54,976 | $34,308+60.2% | $74,701-26.4% | $72,985-24.7% |
| Participation rate | 7.8% | 42.4%-34.6pp | 54.5%-46.6pp | 69.5%-61.6pp |
| Annual return | 18.60% | 26.58%-8.0pp | 752.92%-734.3pp | 81.00%-62.4pp |
| Employer contribution / active EE | $56 | $692-91.8% | $1,084-94.8% | $2,440-97.7% |
| Participant deferral / active EE | $376 | $1,271-70.4% | $1,964-80.8% | $3,607-89.6% |
| Admin fee / account holder | $125 | $2,124-94.1% | $3,333-96.2% | $5,124-97.6% |