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 | $88,730 | $77,899+13.9% | $149,673-40.7% | $75,163+18.0% |
| Participation rate | 54.2% | 65.6%-11.4pp | 78.8%-24.6pp | 67.2%-13.0pp |
| Annual return | 4608.38% | 31.72%+4576.7pp | 134.42%+4474.0pp | 160.62%+4447.8pp |
| Employer contribution / active EE | $127 | $3,137-95.9% | $4,818-97.4% | $2,670-95.2% |
| Participant deferral / active EE | $3,241 | $3,411-5.0% | $5,680-42.9% | $4,125-21.4% |
| Admin fee / account holder | $12 | $5,956-99.8% | $13,210-99.9% | $5,651-99.8% |