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 | $168,687 | $52,279+222.7% | $89,391+88.7% | $79,858+111.2% |
| Participation rate | 10.3% | 57.5%-47.3pp | 68.0%-57.7pp | 69.6%-59.4pp |
| Annual return | 27.54% | 22.16%+5.4pp | 245.62%-218.1pp | 31.71%-4.2pp |
| Employer contribution / active EE | $129 | $1,572-91.8% | $2,586-95.0% | $2,471-94.8% |
| Participant deferral / active EE | $1,184 | $2,740-56.8% | $3,890-69.6% | $3,740-68.3% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,881-100.0% | $5,306-100.0% |