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 | $56,945 | $189,613-70.0% | $167,512-66.0% | $142,382-60.0% |
| Participation rate | 45.0% | 80.1%-35.1pp | 77.1%-32.1pp | 80.1%-35.1pp |
| Annual return | 16.99% | 2024.68%-2007.7pp | 1615.79%-1598.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,154 | $6,981-54.8% | $6,405-50.7% | $6,507-51.5% |
| Admin fee / account holder | $241 | $10,528-97.7% | $9,769-97.5% | $12,624-98.1% |