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 | $184,601 | $109,413+68.7% | $156,263+18.1% | $84,808+117.7% |
| Participation rate | 35.7% | 72.7%-37.0pp | 78.9%-43.2pp | 68.3%-32.6pp |
| Annual return | 16.37% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,393 | $4,590+17.5% | $6,158-12.4% | $4,212+28.0% |
| Admin fee / account holder | $0 | $9,357-100.0% | $14,255-100.0% | $7,344-100.0% |