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 | $14,930 | $84,233-82.3% | $170,442-91.2% | $70,131-78.7% |
| Participation rate | 22.9% | 70.8%-47.9pp | 83.6%-60.7pp | 69.5%-46.6pp |
| Annual return | 32.91% | 23.06%+9.8pp | 205.93%-173.0pp | 73.14%-40.2pp |
| Employer contribution / active EE | $324 | $3,387-90.4% | $5,433-94.0% | $2,342-86.2% |
| Participant deferral / active EE | $1,888 | $3,086-38.8% | $4,939-61.8% | $3,332-43.3% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |