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 | $45,909 | $99,652-53.9% | $78,778-41.7% | $147,584-68.9% |
| Participation rate | 46.7% | 76.2%-29.6pp | 69.2%-22.5pp | 82.8%-36.2pp |
| Annual return | 17.41% | 47.28%-29.9pp | 35.62%-18.2pp | 578.55%-561.1pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,312 | $3,664-36.9% | $2,958-21.9% | $5,439-57.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |