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 | $46,919 | $209,411-77.6% | $178,490-73.7% | $158,922-70.5% |
| Participation rate | 47.1% | 86.3%-39.3pp | 81.9%-34.9pp | 82.0%-34.9pp |
| Annual return | 24.02% | 188.75%-164.7pp | 151.07%-127.0pp | 302.83%-278.8pp |
| Employer contribution / active EE | $853 | $5,706-85.1% | $5,011-83.0% | $4,761-82.1% |
| Participant deferral / active EE | $2,928 | $5,954-50.8% | $5,202-43.7% | $5,982-51.1% |
| Admin fee / account holder | $111 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |