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 | $65,533 | $198,466-67.0% | $170,442-61.6% | $147,584-55.6% |
| Participation rate | 55.6% | 88.0%-32.4pp | 83.6%-28.0pp | 82.8%-27.3pp |
| Annual return | 9.99% | 257.29%-247.3pp | 205.93%-195.9pp | 578.55%-568.6pp |
| Employer contribution / active EE | $1,190 | $6,184-80.8% | $5,433-78.1% | $4,876-75.6% |
| Participant deferral / active EE | $2,428 | $5,629-56.9% | $4,939-50.8% | $5,439-55.4% |
| Admin fee / account holder | $266 | $16,852-98.4% | $13,880-98.1% | $10,885-97.6% |