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 | $234,208 | $159,901+46.5% | $146,958+59.4% | $145,922+60.5% |
| Participation rate | 31.3% | 84.0%-52.7pp | 82.2%-50.9pp | 80.3%-49.0pp |
| Annual return | 14.03% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $530 | $5,286-90.0% | $4,933-89.3% | $4,660-88.6% |
| Participant deferral / active EE | $2,897 | $8,428-65.6% | $8,070-64.1% | $6,688-56.7% |
| Admin fee / account holder | $250 | $15,044-98.3% | $12,998-98.1% | $13,397-98.1% |