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 | $69,085 | $114,047-39.4% | $96,139-28.1% | $167,490-58.8% |
| Participation rate | 26.7% | 75.1%-48.4pp | 68.4%-41.8pp | 82.1%-55.4pp |
| Annual return | 12.88% | 189.88%-177.0pp | 191.94%-179.1pp | 478.56%-465.7pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,848 | $5,194-64.4% | $4,349-57.5% | $6,341-70.9% |
| Admin fee / account holder | $15 | $6,897-99.8% | $5,537-99.7% | $12,309-99.9% |