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 | $51,713 | $69,977-26.1% | $108,579-52.4% | $62,891-17.8% |
| Participation rate | 34.9% | 72.9%-38.0pp | 79.6%-44.6pp | 69.3%-34.4pp |
| Annual return | 9.96% | 10.73%-0.8pp | -51.70%+61.7pp | 20.14%-10.2pp |
| Employer contribution / active EE | $511 | $2,135-76.1% | $3,758-86.4% | $2,281-77.6% |
| Participant deferral / active EE | $1,264 | $3,165-60.1% | $4,311-70.7% | $3,203-60.5% |
| Admin fee / account holder | $118 | $5,076-97.7% | $7,645-98.5% | $4,296-97.3% |