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 | $30,353 | $85,202-64.4% | $172,739-82.4% | $72,985-58.4% |
| Participation rate | 32.9% | 70.1%-37.2pp | 82.6%-49.8pp | 69.5%-36.6pp |
| Annual return | 18.98% | 27.32%-8.3pp | 802.84%-783.9pp | 81.00%-62.0pp |
| Employer contribution / active EE | $307 | $3,324-90.8% | $5,143-94.0% | $2,440-87.4% |
| Participant deferral / active EE | $1,002 | $3,260-69.3% | $5,198-80.7% | $3,607-72.2% |
| Admin fee / account holder | $43 | $5,884-99.3% | $13,954-99.7% | $5,124-99.2% |