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 | $45,750 | $54,517-16.1% | $75,972-39.8% | $74,495-38.6% |
| Participation rate | 23.3% | 60.3%-37.0pp | 69.1%-45.7pp | 67.2%-43.9pp |
| Annual return | 13.14% | 31.82%-18.7pp | 359.55%-346.4pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $3 | $1,777-99.8% | $2,685-99.9% | $2,623-99.9% |
| Participant deferral / active EE | $1,718 | $3,066-44.0% | $4,255-59.6% | $4,346-60.5% |
| Admin fee / account holder | $116 | $2,229-94.8% | $6,467-98.2% | $1,942-94.0% |