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 | $63,941 | $176,662-63.8% | $130,648-51.1% | $152,861-58.2% |
| Participation rate | 45.5% | 79.0%-33.5pp | 71.7%-26.3pp | 82.4%-37.0pp |
| Annual return | 18.37% | 2692.24%-2673.9pp | 1708.96%-1690.6pp | 345.32%-326.9pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,588 | $4,361-40.7% | $3,603-28.2% | $5,850-55.8% |
| Admin fee / account holder | $194 | $7,133-97.3% | $5,464-96.4% | $11,596-98.3% |