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 | $16,761 | $77,634-78.4% | $156,549-89.3% | $62,891-73.3% |
| Participation rate | 27.9% | 71.2%-43.3pp | 84.0%-56.1pp | 69.3%-41.4pp |
| Annual return | 209.35% | 50.32%+159.0pp | 32.23%+177.1pp | 20.14%+189.2pp |
| Employer contribution / active EE | $249 | $3,444-92.8% | $5,501-95.5% | $2,281-89.1% |
| Participant deferral / active EE | $2,255 | $3,045-26.0% | $4,871-53.7% | $3,203-29.6% |
| Admin fee / account holder | $94 | $5,561-98.3% | $13,027-99.3% | $4,296-97.8% |