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 | $18,659 | $105,998-82.4% | $92,233-79.8% | $147,584-87.4% |
| Participation rate | 21.1% | 80.4%-59.4pp | 76.5%-55.4pp | 82.8%-61.8pp |
| Annual return | 248.73% | 50.05%+198.7pp | 176.28%+72.4pp | 578.55%-329.8pp |
| Employer contribution / active EE | $458 | $4,333-89.4% | $3,679-87.6% | $4,876-90.6% |
| Participant deferral / active EE | $2,713 | $4,478-39.4% | $3,897-30.4% | $5,439-50.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |