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 | $170,054 | $209,411-18.8% | $178,490-4.7% | $158,922+7.0% |
| Participation rate | 18.2% | 86.3%-68.2pp | 81.9%-63.7pp | 82.0%-63.8pp |
| Annual return | 15.70% | 188.75%-173.0pp | 151.07%-135.4pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,111 | $5,706-80.5% | $5,011-77.8% | $4,761-76.7% |
| Participant deferral / active EE | $2,773 | $5,954-53.4% | $5,202-46.7% | $5,982-53.6% |
| Admin fee / account holder | $30 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |