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 | $113,758 | $111,754+1.8% | $103,333+10.1% | $145,922-22.0% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 9.12% | 24.77%-15.7pp | 24.88%-15.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $797 | $4,212-81.1% | $3,868-79.4% | $4,660-82.9% |
| Participant deferral / active EE | $2,327 | $5,619-58.6% | $5,057-54.0% | $6,688-65.2% |
| Admin fee / account holder | $118 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |