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 | $241,263 | $74,927+222.0% | $101,794+137.0% | $84,808+184.5% |
| Participation rate | 22.2% | 61.4%-39.2pp | 69.2%-47.0pp | 68.3%-46.1pp |
| Annual return | 16.68% | 18.70%-2.0pp | 30.53%-13.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,181 | $3,099+2.6% | $4,084-22.1% | $4,212-24.5% |
| Admin fee / account holder | $2 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |