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 5-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 | $68,069 | $29,660+129.5% | $56,411+20.7% | $80,856-15.8% |
| Participation rate | 8.1% | 41.6%-33.5pp | 52.5%-44.4pp | 67.6%-59.5pp |
| Annual return | 10.84% | 35.23%-24.4pp | 1701.33%-1690.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $77 | $669-88.6% | $1,039-92.6% | $2,755-97.2% |
| Participant deferral / active EE | $1,057 | $1,226-13.8% | $1,952-45.9% | $4,296-75.4% |
| Admin fee / account holder | $270 | $2,428-88.9% | $2,829-90.5% | $6,918-96.1% |