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 | $27,420 | $77,419-64.6% | $69,455-60.5% | $152,861-82.1% |
| Participation rate | 68.2% | 78.1%-9.9pp | 74.6%-6.4pp | 82.4%-14.3pp |
| Annual return | 21.50% | 39.06%-17.6pp | 28.97%-7.5pp | 345.32%-323.8pp |
| Employer contribution / active EE | $41 | $3,315-98.8% | $2,779-98.5% | $4,762-99.1% |
| Participant deferral / active EE | $2,223 | $4,414-49.6% | $3,535-37.1% | $5,850-62.0% |
| Admin fee / account holder | $183 | $6,207-97.1% | $3,839-95.2% | $11,596-98.4% |