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 | $139,496 | $176,056-20.8% | $159,436-12.5% | $167,490-16.7% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 10.90% | 331.75%-320.9pp | 263.57%-252.7pp | 478.56%-467.7pp |
| Employer contribution / active EE | $750 | $5,297-85.8% | $4,829-84.5% | $4,837-84.5% |
| Participant deferral / active EE | $6,000 | $7,750-22.6% | $7,352-18.4% | $6,341-5.4% |
| Admin fee / account holder | $60 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |