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.
Participant 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 | $31,519 | $189,613-83.4% | $167,512-81.2% | $142,382-77.9% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 19.48% | 2024.68%-2005.2pp | 1615.79%-1596.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $969 | $4,349-77.7% | $3,882-75.0% | $4,299-77.5% |
| Participant deferral / active EE | $769 | $6,981-89.0% | $6,405-88.0% | $6,507-88.2% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |