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 | $45,987 | $176,056-73.9% | $159,436-71.2% | $167,490-72.5% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.5pp |
| Annual return | 15.46% | 331.75%-316.3pp | 263.57%-248.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $347 | $5,297-93.5% | $4,829-92.8% | $4,837-92.8% |
| Participant deferral / active EE | $4,147 | $7,750-46.5% | $7,352-43.6% | $6,341-34.6% |
| Admin fee / account holder | $66 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |