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 | $61,554 | $90,600-32.1% | $79,464-22.5% | $135,375-54.5% |
| Participation rate | 65.0% | 76.0%-11.0pp | 73.3%-8.3pp | 82.6%-17.6pp |
| Annual return | -6.53% | 977.43%-984.0pp | 718.14%-724.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,144 | $4,050+2.3% | $3,704+11.9% | $5,609-26.1% |
| Admin fee / account holder | $133 | $5,907-97.7% | $5,113-97.4% | $10,827-98.8% |