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 | $0 | $495,011-100.0% | $442,409-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 88.7%-88.7pp | 88.0%-88.0pp | 85.6%-85.6pp |
| Annual return | 3.69% | 92.83%-89.1pp | 90.53%-86.8pp | 396.79%-393.1pp |
| Employer contribution / active EE | $5,075 | $8,270-38.6% | $7,697-34.1% | $7,508-32.4% |
| Participant deferral / active EE | $0 | $7,613-100.0% | $7,555-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $60,147-100.0% | $51,603-100.0% | $28,387-100.0% |