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 | $226,853 | $175,202+29.5% | $149,673+51.6% | $139,434+62.7% |
| Participation rate | 27.3% | 83.4%-56.1pp | 78.8%-51.5pp | 80.3%-53.0pp |
| Annual return | 23.29% | 166.71%-143.4pp | 134.42%-111.1pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,068 | $5,474-80.5% | $4,818-77.8% | $4,751-77.5% |
| Participant deferral / active EE | $5,038 | $6,519-22.7% | $5,680-11.3% | $6,710-24.9% |
| Admin fee / account holder | $5 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |