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 | $17,211 | $60,124-71.4% | $90,404-81.0% | $79,858-78.4% |
| Participation rate | 50.8% | 65.0%-14.1pp | 72.7%-21.8pp | 69.6%-18.8pp |
| Annual return | 14.18% | 71.94%-57.8pp | 1293.02%-1278.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,975 | $2,938-32.8% | $3,963-50.2% | $3,740-47.2% |
| Admin fee / account holder | $213 | $3,976-94.6% | $5,611-96.2% | $5,306-96.0% |