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 5-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 | $10,197 | $34,934-70.8% | $56,411-81.9% | $74,495-86.3% |
| Participation rate | 13.0% | 32.8%-19.9pp | 52.5%-39.5pp | 67.2%-54.2pp |
| Annual return | 19.71% | 25.94%-6.2pp | 1701.33%-1681.6pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $581 | $1,170-50.4% | $1,952-70.2% | $4,346-86.6% |
| Admin fee / account holder | $143 | $2,364-94.0% | $2,829-94.9% | $1,942-92.6% |