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 3-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 | $69,150 | $150,187-54.0% | $120,354-42.5% | $145,922-52.6% |
| Participation rate | 10.0% | 78.8%-68.8pp | 71.9%-61.9pp | 80.3%-70.3pp |
| Annual return | 20.10% | 154.07%-134.0pp | 107.15%-87.0pp | 561.29%-541.2pp |
| Employer contribution / active EE | $476 | $4,348-89.0% | $3,463-86.2% | $4,660-89.8% |
| Participant deferral / active EE | $2,977 | $6,173-51.8% | $4,991-40.3% | $6,688-55.5% |
| Admin fee / account holder | $239 | $12,207-98.0% | $9,423-97.5% | $13,397-98.2% |