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 | $32,326 | $78,422-58.8% | $95,952-66.3% | $79,858-59.5% |
| Participation rate | 67.4% | 73.5%-6.0pp | 77.1%-9.6pp | 69.6%-2.2pp |
| Annual return | 19.96% | 19.37%+0.6pp | 91.61%-71.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $914 | $1,945-53.0% | $2,541-64.0% | $2,471-63.0% |
| Participant deferral / active EE | $1,306 | $3,440-62.0% | $4,167-68.6% | $3,740-65.1% |
| Admin fee / account holder | $283 | $5,622-95.0% | $6,795-95.8% | $5,306-94.7% |