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 | $90,594 | $180,449-49.8% | $154,107-41.2% | $135,375-33.1% |
| Participation rate | 25.0% | 87.4%-62.4pp | 83.0%-58.0pp | 82.6%-57.6pp |
| Annual return | -5.92% | 888.09%-894.0pp | 735.12%-741.0pp | 519.73%-525.7pp |
| Employer contribution / active EE | $717 | $6,035-88.1% | $5,298-86.5% | $4,779-85.0% |
| Participant deferral / active EE | $2,895 | $5,806-50.1% | $5,081-43.0% | $5,609-48.4% |
| Admin fee / account holder | $87 | $16,143-99.5% | $13,411-99.3% | $10,827-99.2% |