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 | $137,838 | $114,381+20.5% | $107,525+28.2% | $142,382-3.2% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.1%-37.6pp | 80.1%-42.6pp |
| Annual return | 14.73% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $704 | $4,015-82.5% | $3,754-81.2% | $4,299-83.6% |
| Participant deferral / active EE | $2,043 | $5,564-63.3% | $5,116-60.1% | $6,507-68.6% |
| Admin fee / account holder | $229 | $9,860-97.7% | $8,919-97.4% | $12,624-98.2% |