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 | $89,238 | $75,828+17.7% | $147,614-39.5% | $59,632+49.6% |
| Participation rate | 46.7% | 71.6%-24.9pp | 84.6%-38.0pp | 68.7%-22.0pp |
| Annual return | 3.22% | 0.37%+2.9pp | 61.98%-58.8pp | 2041.28%-2038.1pp |
| Employer contribution / active EE | $207 | $3,485-94.1% | $5,564-96.3% | $2,203-90.6% |
| Participant deferral / active EE | $2,609 | $3,130-16.6% | $4,895-46.7% | $3,192-18.2% |
| Admin fee / account holder | $108 | $5,985-98.2% | $11,611-99.1% | $4,297-97.5% |