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 8-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 | $46,030 | $202,318-77.2% | $172,739-73.4% | $152,861-69.9% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 36.86% | 1029.65%-992.8pp | 802.84%-766.0pp | 345.32%-308.5pp |
| Employer contribution / active EE | $600 | $5,856-89.8% | $5,143-88.3% | $4,762-87.4% |
| Participant deferral / active EE | $9,500 | $5,948+59.7% | $5,198+82.8% | $5,850+62.4% |
| Admin fee / account holder | $176 | $17,109-99.0% | $13,954-98.7% | $11,596-98.5% |