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 9-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 | $98,132 | $112,881-13.1% | $90,951+7.9% | $158,922-38.3% |
| Participation rate | 22.2% | 74.7%-52.5pp | 69.0%-46.8pp | 82.0%-59.7pp |
| Annual return | 32.07% | 215.79%-183.7pp | 134.60%-102.5pp | 302.83%-270.8pp |
| Employer contribution / active EE | $283 | $2,893-90.2% | $2,122-86.7% | $4,761-94.1% |
| Participant deferral / active EE | $3,333 | $4,128-19.2% | $3,373-1.2% | $5,982-44.3% |
| Admin fee / account holder | $117 | $8,041-98.6% | $5,959-98.0% | $11,246-99.0% |