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 8-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 | $2,049 | $30,400-93.3% | $53,898-96.2% | $84,808-97.6% |
| Participation rate | 60.3% | 46.4%+13.8pp | 55.0%+5.3pp | 68.3%-8.1pp |
| Annual return | 20.82% | 500.19%-479.4pp | 528.60%-507.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $396 | $1,199-67.0% | $1,826-78.3% | $4,212-90.6% |
| Admin fee / account holder | $78 | $1,993-96.1% | $2,491-96.9% | $7,344-98.9% |