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 6-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 | $62,437 | $159,901-61.0% | $146,958-57.5% | $145,922-57.2% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 19.63% | 98.13%-78.5pp | 418.34%-398.7pp | 561.29%-541.7pp |
| Employer contribution / active EE | $593 | $5,286-88.8% | $4,933-88.0% | $4,660-87.3% |
| Participant deferral / active EE | $3,627 | $8,428-57.0% | $8,070-55.1% | $6,688-45.8% |
| Admin fee / account holder | $244 | $15,044-98.4% | $12,998-98.1% | $13,397-98.2% |