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 | $197,969 | $162,781+21.6% | $133,956+47.8% | $158,922+24.6% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 34.39% | 41.94%-7.6pp | 45.09%-10.7pp | 302.83%-268.4pp |
| Employer contribution / active EE | $533 | $4,975-89.3% | $3,919-86.4% | $4,761-88.8% |
| Participant deferral / active EE | $3,239 | $5,911-45.2% | $5,048-35.8% | $5,982-45.9% |
| Admin fee / account holder | $15 | $11,736-99.9% | $8,927-99.8% | $11,246-99.9% |