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 | $38,072 | $100,773-62.2% | $88,946-57.2% | $142,382-73.3% |
| Participation rate | 41.2% | 74.3%-33.1pp | 68.8%-27.7pp | 80.1%-38.9pp |
| Annual return | 18.85% | 70.18%-51.3pp | 57.82%-39.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $486 | $2,918-83.4% | $2,555-81.0% | $4,299-88.7% |
| Participant deferral / active EE | $672 | $5,230-87.1% | $4,581-85.3% | $6,507-89.7% |
| Admin fee / account holder | $226 | $9,693-97.7% | $8,261-97.3% | $12,624-98.2% |