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 | $63,912 | $144,119-55.7% | $117,854-45.8% | $147,584-56.7% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 14.22% | 531.15%-516.9pp | 335.08%-320.9pp | 578.55%-564.3pp |
| Employer contribution / active EE | $431 | $4,896-91.2% | $3,786-88.6% | $4,876-91.2% |
| Participant deferral / active EE | $4,002 | $5,316-24.7% | $4,482-10.7% | $5,439-26.4% |
| Admin fee / account holder | $186 | $10,886-98.3% | $8,020-97.7% | $10,885-98.3% |