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 | $32,083 | $168,632-81.0% | $147,614-78.3% | $125,391-74.4% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | 1.60% | 77.65%-76.0pp | 61.98%-60.4pp | 282.22%-280.6pp |
| Employer contribution / active EE | $1,186 | $6,252-81.0% | $5,564-78.7% | $4,866-75.6% |
| Participant deferral / active EE | $2,759 | $5,507-49.9% | $4,895-43.6% | $5,352-48.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |