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 | $67,877 | $105,998-36.0% | $92,233-26.4% | $147,584-54.0% |
| Participation rate | 30.8% | 80.4%-49.6pp | 76.5%-45.7pp | 82.8%-52.1pp |
| Annual return | 17.68% | 50.05%-32.4pp | 176.28%-158.6pp | 578.55%-560.9pp |
| Employer contribution / active EE | $531 | $4,333-87.7% | $3,679-85.6% | $4,876-89.1% |
| Participant deferral / active EE | $2,299 | $4,478-48.7% | $3,897-41.0% | $5,439-57.7% |
| Admin fee / account holder | $31 | $6,332-99.5% | $5,194-99.4% | $10,885-99.7% |