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 9-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 | $67,802 | $152,509-55.5% | $117,472-42.3% | $134,475-49.6% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -18.73% | 52.99%-71.7pp | 29.74%-48.5pp | 417.96%-436.7pp |
| Employer contribution / active EE | $4 | $5,571-99.9% | $4,176-99.9% | $4,740-99.9% |
| Participant deferral / active EE | $10,685 | $4,818+121.8% | $4,070+162.5% | $6,400+67.0% |
| Admin fee / account holder | $42 | $7,004-99.4% | $5,645-99.3% | $11,426-99.6% |