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 | $147,541 | $183,963-19.8% | $162,163-9.0% | $152,861-3.5% |
| Participation rate | 30.0% | 88.5%-58.5pp | 87.6%-57.6pp | 82.4%-52.4pp |
| Annual return | 20.33% | 150.76%-130.4pp | 115.59%-95.3pp | 345.32%-325.0pp |
| Employer contribution / active EE | $672 | $6,371-89.5% | $5,614-88.0% | $4,762-85.9% |
| Participant deferral / active EE | $2,981 | $8,034-62.9% | $7,298-59.2% | $5,850-49.0% |
| Admin fee / account holder | $6 | $13,121-100.0% | $10,843-99.9% | $11,596-99.9% |