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 5-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 | $63,629 | $210,648-69.8% | $177,989-64.3% | $145,922-56.4% |
| Participation rate | 18.2% | 80.8%-62.6pp | 77.1%-58.9pp | 80.3%-62.1pp |
| Annual return | 20.04% | 385.86%-365.8pp | 294.48%-274.4pp | 561.29%-541.2pp |
| Employer contribution / active EE | $572 | $4,565-87.5% | $3,949-85.5% | $4,660-87.7% |
| Participant deferral / active EE | $3,362 | $6,958-51.7% | $6,276-46.4% | $6,688-49.7% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |