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 | $95,374 | $74,888+27.4% | $71,209+33.9% | $142,382-33.0% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.1%-35.7pp |
| Annual return | 13.09% | 345.14%-332.0pp | 282.51%-269.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $370 | $2,854-87.0% | $2,721-86.4% | $4,299-91.4% |
| Participant deferral / active EE | $916 | $4,454-79.4% | $4,175-78.1% | $6,507-85.9% |
| Admin fee / account holder | $30 | $5,568-99.5% | $5,349-99.4% | $12,624-99.8% |