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 | $188,517 | $103,376+82.4% | $87,100+116.4% | $152,861+23.3% |
| Participation rate | 30.0% | 79.3%-49.3pp | 76.9%-46.9pp | 82.4%-52.4pp |
| Annual return | 26.03% | 28.10%-2.1pp | 28.19%-2.2pp | 345.32%-319.3pp |
| Employer contribution / active EE | $388 | $3,220-88.0% | $2,521-84.6% | $4,762-91.9% |
| Participant deferral / active EE | $3,800 | $4,778-20.5% | $4,049-6.1% | $5,850-35.0% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |