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 | $41,989 | $112,881-62.8% | $90,951-53.8% | $158,922-73.6% |
| Participation rate | 61.1% | 74.7%-13.6pp | 69.0%-7.9pp | 82.0%-20.8pp |
| Annual return | 26.34% | 215.79%-189.5pp | 134.60%-108.3pp | 302.83%-276.5pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,427 | $4,128+104.2% | $3,373+149.8% | $5,982+40.9% |
| Admin fee / account holder | $128 | $8,041-98.4% | $5,959-97.9% | $11,246-98.9% |