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 | $89,493 | $99,652-10.2% | $78,778+13.6% | $147,584-39.4% |
| Participation rate | 13.6% | 76.2%-62.6pp | 69.2%-55.6pp | 82.8%-69.2pp |
| Annual return | 17.97% | 47.28%-29.3pp | 35.62%-17.6pp | 578.55%-560.6pp |
| Employer contribution / active EE | $122 | $2,796-95.6% | $1,986-93.8% | $4,876-97.5% |
| Participant deferral / active EE | $1,380 | $3,664-62.3% | $2,958-53.4% | $5,439-74.6% |
| Admin fee / account holder | $19 | $7,155-99.7% | $5,134-99.6% | $10,885-99.8% |