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 | $96,394 | $159,901-39.7% | $146,958-34.4% | $145,922-33.9% |
| Participation rate | 29.2% | 84.0%-54.8pp | 82.2%-53.0pp | 80.3%-51.1pp |
| Annual return | 16.72% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $436 | $5,286-91.7% | $4,933-91.2% | $4,660-90.6% |
| Participant deferral / active EE | $3,197 | $8,428-62.1% | $8,070-60.4% | $6,688-52.2% |
| Admin fee / account holder | $72 | $15,044-99.5% | $12,998-99.4% | $13,397-99.5% |