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 8-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 | $46,746 | $150,440-68.9% | $136,294-65.7% | $147,584-68.3% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 17.47% | 1049.08%-1031.6pp | 5155.94%-5138.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $483 | $5,256-90.8% | $4,695-89.7% | $4,876-90.1% |
| Participant deferral / active EE | $3,732 | $6,630-43.7% | $6,247-40.3% | $5,439-31.4% |
| Admin fee / account holder | $202 | $10,905-98.1% | $9,243-97.8% | $10,885-98.1% |