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 8-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 | $35,543 | $209,411-83.0% | $178,490-80.1% | $158,922-77.6% |
| Participation rate | 31.6% | 86.3%-54.8pp | 81.9%-50.3pp | 82.0%-50.4pp |
| Annual return | 29.25% | 188.75%-159.5pp | 151.07%-121.8pp | 302.83%-273.6pp |
| Employer contribution / active EE | $268 | $5,706-95.3% | $5,011-94.7% | $4,761-94.4% |
| Participant deferral / active EE | $3,758 | $5,954-36.9% | $5,202-27.8% | $5,982-37.2% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |