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.
Participant 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 | $67,366 | $149,734-55.0% | $118,925-43.4% | $158,922-57.6% |
| Participation rate | 58.3% | 82.1%-23.7pp | 75.4%-17.0pp | 82.0%-23.6pp |
| Annual return | 13.49% | 19.95%-6.5pp | 35.88%-22.4pp | 302.83%-289.3pp |
| Employer contribution / active EE | $873 | $4,115-78.8% | $3,263-73.2% | $4,761-81.7% |
| Participant deferral / active EE | $1,030 | $5,223-80.3% | $4,265-75.8% | $5,982-82.8% |
| Admin fee / account holder | $254 | $8,603-97.1% | $6,581-96.1% | $11,246-97.7% |