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 | $200,922 | $201,272-0.2% | $184,203+9.1% | $145,922+37.7% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-46.9pp |
| Annual return | 12.07% | 29.00%-16.9pp | 28.81%-16.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $972 | $7,022-86.2% | $6,427-84.9% | $4,660-79.1% |
| Participant deferral / active EE | $13,106 | $9,806+33.7% | $9,131+43.5% | $6,688+96.0% |
| Admin fee / account holder | $41 | $16,364-99.8% | $13,901-99.7% | $13,397-99.7% |