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 | $27,473 | $150,440-81.7% | $136,294-79.8% | $147,584-81.4% |
| Participation rate | 28.6% | 84.4%-55.9pp | 81.9%-53.3pp | 82.8%-54.3pp |
| Annual return | 90.39% | 1049.08%-958.7pp | 5155.94%-5065.6pp | 578.55%-488.2pp |
| Employer contribution / active EE | $645 | $5,256-87.7% | $4,695-86.3% | $4,876-86.8% |
| Participant deferral / active EE | $2,938 | $6,630-55.7% | $6,247-53.0% | $5,439-46.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |