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 | $190,475 | $58,208+227.2% | $81,812+132.8% | $80,856+135.6% |
| Participation rate | 52.6% | 63.4%-10.8pp | 72.3%-19.7pp | 67.6%-15.0pp |
| Annual return | 11.97% | 41.66%-29.7pp | 773.79%-761.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,990 | $3,281+21.6% | $4,319-7.6% | $4,296-7.1% |
| Admin fee / account holder | $35 | $4,981-99.3% | $7,386-99.5% | $6,918-99.5% |