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 | $76,602 | $180,028-57.5% | $138,135-44.5% | $158,922-51.8% |
| Participation rate | 61.1% | 82.2%-21.1pp | 78.7%-17.6pp | 82.0%-20.8pp |
| Annual return | 9.95% | 21.68%-11.7pp | 20.51%-10.6pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,094 | $7,470-85.4% | $5,587-80.4% | $4,761-77.0% |
| Participant deferral / active EE | $3,532 | $7,717-54.2% | $6,431-45.1% | $5,982-40.9% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |