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 | $34,102 | $90,348-62.3% | $75,972-55.1% | $145,922-76.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 14.62% | 620.88%-606.3pp | 359.55%-344.9pp | 561.29%-546.7pp |
| Employer contribution / active EE | $429 | $3,311-87.0% | $2,685-84.0% | $4,660-90.8% |
| Participant deferral / active EE | $1,466 | $5,162-71.6% | $4,255-65.6% | $6,688-78.1% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |