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 10-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 | $21,855 | $109,327-80.0% | $89,391-75.6% | $158,922-86.2% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 10.22% | 345.68%-335.5pp | 245.62%-235.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $156 | $3,170-95.1% | $2,586-94.0% | $4,761-96.7% |
| Participant deferral / active EE | $1,328 | $4,598-71.1% | $3,890-65.9% | $5,982-77.8% |
| Admin fee / account holder | $271 | $6,153-95.6% | $4,881-94.4% | $11,246-97.6% |