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 3-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 | $131,625 | $114,381+15.1% | $107,525+22.4% | $142,382-7.6% |
| Participation rate | 10.0% | 78.1%-68.1pp | 75.1%-65.1pp | 80.1%-70.1pp |
| Annual return | 21.88% | 242.71%-220.8pp | 181.32%-159.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $693 | $4,015-82.7% | $3,754-81.5% | $4,299-83.9% |
| Participant deferral / active EE | $3,100 | $5,564-44.3% | $5,116-39.4% | $6,507-52.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |