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 6-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 | $46,473 | $217,402-78.6% | $185,823-75.0% | $167,490-72.3% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 10.42% | 148.36%-137.9pp | 122.05%-111.6pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,030 | $5,873-82.5% | $5,167-80.1% | $4,837-78.7% |
| Participant deferral / active EE | $9,427 | $6,356+48.3% | $5,568+69.3% | $6,341+48.7% |
| Admin fee / account holder | $234 | $19,811-98.8% | $16,237-98.6% | $12,309-98.1% |