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 | $195,015 | $179,726+8.5% | $156,263+24.8% | $142,382+37.0% |
| Participation rate | 16.7% | 82.1%-65.4pp | 78.9%-62.2pp | 80.1%-63.5pp |
| Annual return | 18.74% | 77.86%-59.1pp | 59.47%-40.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $250 | $5,069-95.1% | $4,333-94.2% | $4,299-94.2% |
| Participant deferral / active EE | $2,544 | $6,956-63.4% | $6,158-58.7% | $6,507-60.9% |
| Admin fee / account holder | $60 | $17,272-99.7% | $14,255-99.6% | $12,624-99.5% |