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 8-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 | $16,913 | $96,484-82.5% | $75,886-77.7% | $152,861-88.9% |
| Participation rate | 41.7% | 76.2%-34.5pp | 69.3%-27.6pp | 82.4%-40.8pp |
| Annual return | 30.10% | 33.98%-3.9pp | 30.76%-0.7pp | 345.32%-315.2pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,038 | $4,553-55.2% | $3,603-43.4% | $5,850-65.2% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |