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 8-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 | $47,883 | $65,375-26.8% | - | $152,861-68.7% |
| Participation rate | 5.9% | 72.6%-66.7pp | - | 82.4%-76.6pp |
| Annual return | 34.40% | 27.96%+6.4pp | - | 345.32%-310.9pp |
| Employer contribution / active EE | $146 | $2,747-94.7% | - | $4,762-96.9% |
| Participant deferral / active EE | $1,118 | $4,110-72.8% | - | $5,850-80.9% |
| Admin fee / account holder | $176 | $4,607-96.2% | - | $11,596-98.5% |