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 | $38,134 | $175,202-78.2% | $149,673-74.5% | $139,434-72.7% |
| Participation rate | 53.3% | 83.4%-30.0pp | 78.8%-25.4pp | 80.3%-27.0pp |
| Annual return | 21.94% | 166.71%-144.8pp | 134.42%-112.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $928 | $5,474-83.1% | $4,818-80.7% | $4,751-80.5% |
| Participant deferral / active EE | $4,176 | $6,519-35.9% | $5,680-26.5% | $6,710-37.8% |
| Admin fee / account holder | $209 | $16,150-98.7% | $13,210-98.4% | $11,403-98.2% |