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 | $22,319 | $57,281-61.0% | $86,612-74.2% | $75,163-70.3% |
| Participation rate | 43.9% | 63.2%-19.3pp | 71.7%-27.8pp | 67.2%-23.3pp |
| Annual return | 14.72% | 2670.75%-2656.0pp | 591.07%-576.3pp | 160.62%-145.9pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,159 | $3,318-4.8% | $4,438-28.8% | $4,125-23.4% |
| Admin fee / account holder | $66 | $4,112-98.4% | $5,614-98.8% | $5,651-98.8% |