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 | $41,542 | $198,466-79.1% | $170,442-75.6% | $147,584-71.9% |
| Participation rate | 64.3% | 88.0%-23.7pp | 83.6%-19.3pp | 82.8%-18.5pp |
| Annual return | 17.05% | 257.29%-240.2pp | 205.93%-188.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $939 | $6,184-84.8% | $5,433-82.7% | $4,876-80.8% |
| Participant deferral / active EE | $4,275 | $5,629-24.1% | $4,939-13.4% | $5,439-21.4% |
| Admin fee / account holder | $117 | $16,852-99.3% | $13,880-99.2% | $10,885-98.9% |