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 | $92,366 | $189,613-51.3% | $167,512-44.9% | $142,382-35.1% |
| Participation rate | 44.4% | 80.1%-35.7pp | 77.1%-32.6pp | 80.1%-35.7pp |
| Annual return | 15.36% | 2024.68%-2009.3pp | 1615.79%-1600.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,250 | $6,981-53.4% | $6,405-49.3% | $6,507-50.1% |
| Admin fee / account holder | $300 | $10,528-97.2% | $9,769-96.9% | $12,624-97.6% |