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 | $92,954 | $97,757-4.9% | $83,848+10.9% | $135,375-31.3% |
| Participation rate | 47.8% | 80.0%-32.1pp | 76.1%-28.3pp | 82.6%-34.8pp |
| Annual return | 1.81% | 1287.37%-1285.6pp | 850.88%-849.1pp | 519.73%-517.9pp |
| Employer contribution / active EE | $329 | $4,222-92.2% | $3,631-90.9% | $4,779-93.1% |
| Participant deferral / active EE | $1,568 | $4,682-66.5% | $4,082-61.6% | $5,609-72.0% |
| Admin fee / account holder | $240 | $6,674-96.4% | $5,478-95.6% | $10,827-97.8% |