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 | $119,435 | $217,402-45.1% | $185,823-35.7% | $167,490-28.7% |
| Participation rate | 44.4% | 86.0%-41.6pp | 81.7%-37.3pp | 82.1%-37.7pp |
| Annual return | 17.31% | 148.36%-131.0pp | 122.05%-104.7pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,115 | $5,873-81.0% | $5,167-78.4% | $4,837-77.0% |
| Participant deferral / active EE | $4,931 | $6,356-22.4% | $5,568-11.4% | $6,341-22.2% |
| Admin fee / account holder | $20 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |