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 | $156,761 | $91,538+71.3% | $129,995+20.6% | $75,163+108.6% |
| Participation rate | 42.9% | 71.4%-28.6pp | 78.5%-35.6pp | 67.2%-24.3pp |
| Annual return | 26.11% | -631.11%+657.2pp | -137.18%+163.3pp | 160.62%-134.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,186 | $4,341-3.6% | $5,820-28.1% | $4,125+1.5% |
| Admin fee / account holder | $7 | $6,790-99.9% | $10,614-99.9% | $5,651-99.9% |