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 | $71,090 | $202,318-64.9% | $172,739-58.8% | $152,861-53.5% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 23.70% | 1029.65%-1006.0pp | 802.84%-779.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,056 | $5,856-82.0% | $5,143-79.5% | $4,762-77.8% |
| Participant deferral / active EE | $3,542 | $5,948-40.5% | $5,198-31.9% | $5,850-39.5% |
| Admin fee / account holder | $214 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |