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 | $70,348 | $202,318-65.2% | $172,739-59.3% | $152,861-54.0% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.4%-13.2pp |
| Annual return | 21.63% | 1029.65%-1008.0pp | 802.84%-781.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,116 | $5,948+19.6% | $5,198+36.9% | $5,850+21.6% |
| Admin fee / account holder | $239 | $17,109-98.6% | $13,954-98.3% | $11,596-97.9% |