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 3-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 | $24,543 | $111,724-78.0% | $93,606-73.8% | $145,922-83.2% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 42.84% | 202.98%-160.1pp | 133.20%-90.4pp | 561.29%-518.4pp |
| Employer contribution / active EE | $213 | $3,090-93.1% | $2,420-91.2% | $4,660-95.4% |
| Participant deferral / active EE | $1,567 | $4,912-68.1% | $4,411-64.5% | $6,688-76.6% |
| Admin fee / account holder | $93 | $10,250-99.1% | $8,285-98.9% | $13,397-99.3% |