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 | $25,371 | $63,346-59.9% | $92,233-72.5% | $70,131-63.8% |
| Participation rate | 34.8% | 68.7%-33.9pp | 76.5%-41.7pp | 69.5%-34.8pp |
| Annual return | 25.06% | 530.12%-505.1pp | 176.28%-151.2pp | 73.14%-48.1pp |
| Employer contribution / active EE | $278 | $2,471-88.7% | $3,679-92.4% | $2,342-88.1% |
| Participant deferral / active EE | $1,896 | $2,854-33.6% | $3,897-51.3% | $3,332-43.1% |
| Admin fee / account holder | $234 | $3,840-93.9% | $5,194-95.5% | $4,645-95.0% |