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 5-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 | $148,575 | $133,922+10.9% | $116,228+27.8% | $142,382+4.3% |
| Participation rate | 18.2% | 77.9%-59.7pp | 74.6%-56.4pp | 80.1%-61.9pp |
| Annual return | 18.84% | 147.76%-128.9pp | 90.06%-71.2pp | 217.08%-198.2pp |
| Employer contribution / active EE | $339 | $3,446-90.2% | $2,994-88.7% | $4,299-92.1% |
| Participant deferral / active EE | $4,273 | $5,672-24.7% | $4,953-13.7% | $6,507-34.3% |
| Admin fee / account holder | $20 | $14,945-99.9% | $11,989-99.8% | $12,624-99.8% |