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 8-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 | $73,212 | $159,901-54.2% | $146,958-50.2% | $145,922-49.8% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 14.11% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $853 | $5,286-83.9% | $4,933-82.7% | $4,660-81.7% |
| Participant deferral / active EE | $2,731 | $8,428-67.6% | $8,070-66.2% | $6,688-59.2% |
| Admin fee / account holder | $117 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |