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 9-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 | $164,322 | $100,901+62.9% | $75,670+117.2% | $147,584+11.3% |
| Participation rate | 47.1% | 77.1%-30.1pp | 72.3%-25.3pp | 82.8%-35.8pp |
| Annual return | 49.31% | 35.78%+13.5pp | 27.34%+22.0pp | 578.55%-529.2pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,351 | $4,027-66.4% | $3,142-57.0% | $5,439-75.2% |
| Admin fee / account holder | $20 | $11,285-99.8% | $5,800-99.6% | $10,885-99.8% |