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 | $55,795 | $209,411-73.4% | $178,490-68.7% | $158,922-64.9% |
| Participation rate | 46.7% | 86.3%-39.7pp | 81.9%-35.3pp | 82.0%-35.3pp |
| Annual return | 17.03% | 188.75%-171.7pp | 151.07%-134.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,622 | $5,954-39.2% | $5,202-30.4% | $5,982-39.4% |
| Admin fee / account holder | $168 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |