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 | $31,947 | $155,788-79.5% | $124,672-74.4% | $167,490-80.9% |
| Participation rate | 35.7% | 81.1%-45.4pp | 74.6%-38.9pp | 82.1%-46.4pp |
| Annual return | 21.44% | 17.97%+3.5pp | 5142.93%-5121.5pp | 478.56%-457.1pp |
| Employer contribution / active EE | $594 | $4,163-85.7% | $3,324-82.1% | $4,837-87.7% |
| Participant deferral / active EE | $1,973 | $5,673-65.2% | $4,614-57.2% | $6,341-68.9% |
| Admin fee / account holder | $40 | $9,531-99.6% | $7,493-99.5% | $12,309-99.7% |