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 | $173,174 | $165,984+4.3% | $164,813+5.1% | $145,922+18.7% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 10.93% | 100.03%-89.1pp | 69.93%-59.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $811 | $5,273-84.6% | $4,341-81.3% | $4,660-82.6% |
| Participant deferral / active EE | $2,291 | $6,959-67.1% | $6,031-62.0% | $6,688-65.7% |
| Admin fee / account holder | $17 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |