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 | $138,481 | $210,648-34.3% | $177,989-22.2% | $145,922-5.1% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 19.93% | 385.86%-365.9pp | 294.48%-274.6pp | 561.29%-541.4pp |
| Employer contribution / active EE | $589 | $4,565-87.1% | $3,949-85.1% | $4,660-87.4% |
| Participant deferral / active EE | $3,559 | $6,958-48.8% | $6,276-43.3% | $6,688-46.8% |
| Admin fee / account holder | $164 | $12,013-98.6% | $10,363-98.4% | $13,397-98.8% |