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 9-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 | $240,769 | $148,534+62.1% | $135,903+77.2% | $139,434+72.7% |
| Participation rate | 14.3% | 83.9%-69.6pp | 81.9%-67.6pp | 80.3%-66.0pp |
| Annual return | 17.51% | 79.19%-61.7pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $536 | $5,243-89.8% | $4,856-89.0% | $4,751-88.7% |
| Participant deferral / active EE | $4,286 | $8,100-47.1% | $7,758-44.8% | $6,710-36.1% |
| Admin fee / account holder | $133 | $12,400-98.9% | $10,762-98.8% | $11,403-98.8% |