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 | $64,503 | $165,984-61.1% | $164,813-60.9% | $145,922-55.8% |
| Participation rate | 41.7% | 82.0%-40.3pp | 78.6%-36.9pp | 80.3%-38.6pp |
| Annual return | 9.13% | 100.03%-90.9pp | 69.93%-60.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $133 | $5,273-97.5% | $4,341-96.9% | $4,660-97.1% |
| Participant deferral / active EE | $3,302 | $6,959-52.5% | $6,031-45.3% | $6,688-50.6% |
| Admin fee / account holder | $46 | $16,648-99.7% | $12,690-99.6% | $13,397-99.7% |