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 9-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 | $60,244 | $100,773-40.2% | $88,946-32.3% | $142,382-57.7% |
| Participation rate | 17.4% | 74.3%-56.9pp | 68.8%-51.5pp | 80.1%-62.7pp |
| Annual return | 18.79% | 70.18%-51.4pp | 57.82%-39.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $202 | $2,918-93.1% | $2,555-92.1% | $4,299-95.3% |
| Participant deferral / active EE | $1,455 | $5,230-72.2% | $4,581-68.2% | $6,507-77.6% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |