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 7-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 | $34,266 | $105,181-67.4% | $159,436-78.5% | $85,850-60.1% |
| Participation rate | 47.3% | 75.8%-28.5pp | 82.8%-35.5pp | 69.3%-22.0pp |
| Annual return | 269.64% | 45.07%+224.6pp | 263.57%+6.1pp | 318.53%-48.9pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,574 | $5,945-23.1% | $7,352-37.8% | $3,952+15.7% |
| Admin fee / account holder | $287 | $6,933-95.9% | $10,799-97.3% | $6,260-95.4% |