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 8-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 | $149,495 | $175,202-14.7% | $149,673-0.1% | $139,434+7.2% |
| Participation rate | 18.2% | 83.4%-65.2pp | 78.8%-60.6pp | 80.3%-62.1pp |
| Annual return | 11.25% | 166.71%-155.5pp | 134.42%-123.2pp | 372.94%-361.7pp |
| Employer contribution / active EE | $673 | $5,474-87.7% | $4,818-86.0% | $4,751-85.8% |
| Participant deferral / active EE | $2,673 | $6,519-59.0% | $5,680-52.9% | $6,710-60.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |