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 | $55,769 | $167,484-66.7% | $151,611-63.2% | $134,475-58.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | 138.52% | 7.80%+130.7pp | 3.33%+135.2pp | 417.96%-279.4pp |
| Employer contribution / active EE | $1,437 | $6,829-79.0% | $6,166-76.7% | $4,740-69.7% |
| Participant deferral / active EE | $4,418 | $8,986-50.8% | $8,363-47.2% | $6,400-31.0% |
| Admin fee / account holder | $260 | $13,783-98.1% | $11,616-97.8% | $11,426-97.7% |