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 | $53,761 | $112,096-52.0% | $95,952-44.0% | $158,922-66.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 18.00% | 171.09%-153.1pp | 91.61%-73.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $528 | $3,198-83.5% | $2,541-79.2% | $4,761-88.9% |
| Participant deferral / active EE | $5,161 | $4,784+7.9% | $4,167+23.8% | $5,982-13.7% |
| Admin fee / account holder | $25 | $10,130-99.8% | $6,795-99.6% | $11,246-99.8% |