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 | $68,316 | $175,202-61.0% | $149,673-54.4% | $139,434-51.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 22.85% | 166.71%-143.9pp | 134.42%-111.6pp | 372.94%-350.1pp |
| Employer contribution / active EE | $445 | $5,474-91.9% | $4,818-90.8% | $4,751-90.6% |
| Participant deferral / active EE | $3,550 | $6,519-45.5% | $5,680-37.5% | $6,710-47.1% |
| Admin fee / account holder | $15 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |