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 7-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 | $151,929 | $190,805-20.4% | $159,960-5.0% | $134,475+13.0% |
| Participation rate | 10.0% | 81.9%-71.9pp | 78.0%-68.0pp | 81.2%-71.2pp |
| Annual return | -15.32% | 552.23%-567.6pp | 408.60%-423.9pp | 417.96%-433.3pp |
| Employer contribution / active EE | $324 | $4,995-93.5% | $4,226-92.3% | $4,740-93.2% |
| Participant deferral / active EE | $2,700 | $6,923-61.0% | $6,182-56.3% | $6,400-57.8% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |