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 | $196,573 | $197,591-0.5% | $177,821+10.5% | $158,922+23.7% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 19.62% | 58.76%-39.1pp | 48.32%-28.7pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,225 | $6,697-81.7% | $5,918-79.3% | $4,761-74.3% |
| Participant deferral / active EE | $4,553 | $8,405-45.8% | $7,714-41.0% | $5,982-23.9% |
| Admin fee / account holder | -$60 | $15,399-100.4% | $12,427-100.5% | $11,246-100.5% |