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 | $61,264 | $144,119-57.5% | $117,854-48.0% | $147,584-58.5% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 9.74% | 531.15%-521.4pp | 335.08%-325.3pp | 578.55%-568.8pp |
| Employer contribution / active EE | $618 | $4,896-87.4% | $3,786-83.7% | $4,876-87.3% |
| Participant deferral / active EE | $7,646 | $5,316+43.8% | $4,482+70.6% | $5,439+40.6% |
| Admin fee / account holder | $177 | $10,886-98.4% | $8,020-97.8% | $10,885-98.4% |