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 | $33,592 | $102,616-67.3% | $81,983-59.0% | $158,922-78.9% |
| Participation rate | 69.6% | 75.5%-6.0pp | 69.2%+0.3pp | 82.0%-12.4pp |
| Annual return | 14.41% | 61.04%-46.6pp | 41.31%-26.9pp | 302.83%-288.4pp |
| Employer contribution / active EE | $339 | $3,240-89.5% | $2,498-86.4% | $4,761-92.9% |
| Participant deferral / active EE | $2,325 | $4,648-50.0% | $3,722-37.5% | $5,982-61.1% |
| Admin fee / account holder | $140 | $8,235-98.3% | $5,664-97.5% | $11,246-98.8% |