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 6-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 | $35,145 | $115,770-69.6% | $101,248-65.3% | $158,922-77.9% |
| Participation rate | 22.2% | 79.4%-57.1pp | 75.8%-53.6pp | 82.0%-59.7pp |
| Annual return | 30.32% | 56.14%-25.8pp | 46.47%-16.2pp | 302.83%-272.5pp |
| Employer contribution / active EE | $486 | $4,175-88.4% | $3,660-86.7% | $4,761-89.8% |
| Participant deferral / active EE | $3,155 | $4,957-36.3% | $4,370-27.8% | $5,982-47.3% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |