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 | $86,613 | $105,998-18.3% | $92,233-6.1% | $147,584-41.3% |
| Participation rate | 25.0% | 80.4%-55.4pp | 76.5%-51.5pp | 82.8%-57.8pp |
| Annual return | 12.04% | 50.05%-38.0pp | 176.28%-164.2pp | 578.55%-566.5pp |
| Employer contribution / active EE | $418 | $4,333-90.4% | $3,679-88.6% | $4,876-91.4% |
| Participant deferral / active EE | $1,764 | $4,478-60.6% | $3,897-54.7% | $5,439-67.6% |
| Admin fee / account holder | $4 | $6,332-99.9% | $5,194-99.9% | $10,885-100.0% |