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 | $53,764 | $99,020-45.7% | $86,590-37.9% | $147,584-63.6% |
| Participation rate | 68.2% | 76.3%-8.2pp | 73.5%-5.4pp | 82.8%-14.6pp |
| Annual return | 13.33% | 1312.34%-1299.0pp | 964.84%-951.5pp | 578.55%-565.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,972 | $3,972-25.2% | $3,609-17.6% | $5,439-45.4% |
| Admin fee / account holder | $300 | $5,710-94.8% | $4,906-93.9% | $10,885-97.2% |