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 | $51,884 | $106,890-51.5% | $84,015-38.2% | $152,861-66.1% |
| Participation rate | 47.1% | 75.2%-28.2pp | 69.0%-22.0pp | 82.4%-35.4pp |
| Annual return | 26.47% | 104.99%-78.5pp | 71.31%-44.8pp | 345.32%-318.9pp |
| Employer contribution / active EE | $201 | $2,734-92.6% | $1,983-89.9% | $4,762-95.8% |
| Participant deferral / active EE | $1,484 | $4,011-63.0% | $3,239-54.2% | $5,850-74.6% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |