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 | $157,024 | $111,724+40.5% | $93,606+67.7% | $145,922+7.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 15.64% | 202.98%-187.3pp | 133.20%-117.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $805 | $3,090-73.9% | $2,420-66.7% | $4,660-82.7% |
| Participant deferral / active EE | $589 | $4,912-88.0% | $4,411-86.6% | $6,688-91.2% |
| Admin fee / account holder | $60 | $10,250-99.4% | $8,285-99.3% | $13,397-99.6% |