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 | $80,935 | $198,466-59.2% | $170,442-52.5% | $147,584-45.2% |
| Participation rate | 30.0% | 88.0%-58.0pp | 83.6%-53.6pp | 82.8%-52.8pp |
| Annual return | 21.90% | 257.29%-235.4pp | 205.93%-184.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $868 | $6,184-86.0% | $5,433-84.0% | $4,876-82.2% |
| Participant deferral / active EE | $3,465 | $5,629-38.5% | $4,939-29.9% | $5,439-36.3% |
| Admin fee / account holder | $84 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |