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 | $73,653 | $48,795+50.9% | $65,493+12.5% | $84,808-13.2% |
| Participation rate | 8.6% | 67.0%-58.4pp | 73.1%-64.5pp | 68.3%-59.7pp |
| Annual return | 16.26% | 20.20%-3.9pp | 982.45%-966.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $830 | $2,928-71.7% | $3,961-79.1% | $4,212-80.3% |
| Admin fee / account holder | $227 | $3,877-94.1% | $5,028-95.5% | $7,344-96.9% |