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 | $47,508 | $70,756-32.9% | $65,493-27.5% | $142,382-66.6% |
| Participation rate | 28.6% | 77.4%-48.8pp | 73.1%-44.5pp | 80.1%-51.5pp |
| Annual return | 17.11% | 1754.89%-1737.8pp | 982.45%-965.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $156 | $2,881-94.6% | $2,574-93.9% | $4,299-96.4% |
| Participant deferral / active EE | $9,871 | $4,637+112.9% | $3,961+149.2% | $6,507+51.7% |
| Admin fee / account holder | $172 | $6,559-97.4% | $5,028-96.6% | $12,624-98.6% |