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 | $46,789 | $102,616-54.4% | $81,983-42.9% | $158,922-70.6% |
| Participation rate | 15.8% | 75.5%-59.7pp | 69.2%-53.5pp | 82.0%-66.2pp |
| Annual return | 15.75% | 61.04%-45.3pp | 41.31%-25.6pp | 302.83%-287.1pp |
| Employer contribution / active EE | $314 | $3,240-90.3% | $2,498-87.4% | $4,761-93.4% |
| Participant deferral / active EE | $1,222 | $4,648-73.7% | $3,722-67.2% | $5,982-79.6% |
| Admin fee / account holder | $17 | $8,235-99.8% | $5,664-99.7% | $11,246-99.9% |