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 | $32,677 | $65,041-49.8% | $90,951-64.1% | $79,858-59.1% |
| Participation rate | 33.9% | 61.6%-27.7pp | 69.0%-35.1pp | 69.6%-35.7pp |
| Annual return | 19.74% | 30.45%-10.7pp | 134.60%-114.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $543 | $1,247-56.4% | $2,122-74.4% | $2,471-78.0% |
| Participant deferral / active EE | $1,087 | $2,512-56.7% | $3,373-67.8% | $3,740-70.9% |
| Admin fee / account holder | $166 | $4,536-96.3% | $5,959-97.2% | $5,306-96.9% |