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 | $34,826 | $109,817-68.3% | $98,442-64.6% | $167,490-79.2% |
| Participation rate | 41.2% | 75.8%-34.6pp | 73.3%-32.2pp | 82.1%-40.9pp |
| Annual return | 21.88% | 1956.69%-1934.8pp | 1492.73%-1470.8pp | 478.56%-456.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,429 | $4,673-26.6% | $4,276-19.8% | $6,341-45.9% |
| Admin fee / account holder | $13 | $6,753-99.8% | $5,949-99.8% | $12,309-99.9% |