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 3-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 | $67,534 | $173,345-61.0% | $136,007-50.3% | $145,922-53.7% |
| Participation rate | 12.5% | 80.5%-68.0pp | 76.5%-64.0pp | 80.3%-67.8pp |
| Annual return | 20.25% | 1163.32%-1143.1pp | 579.32%-559.1pp | 561.29%-541.0pp |
| Employer contribution / active EE | $160 | $5,278-97.0% | $4,217-96.2% | $4,660-96.6% |
| Participant deferral / active EE | $3,550 | $8,699-59.2% | $7,025-49.5% | $6,688-46.9% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,397-100.0% |