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 | $93,849 | $67,411+39.2% | $91,001+3.1% | $70,131+33.8% |
| Participation rate | 11.8% | 71.4%-59.6pp | 75.6%-63.8pp | 69.5%-57.8pp |
| Annual return | 17.73% | -40.16%+57.9pp | 4.60%+13.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $420 | $1,786-76.5% | $2,456-82.9% | $2,342-82.1% |
| Participant deferral / active EE | $741 | $2,823-73.8% | $3,547-79.1% | $3,332-77.8% |
| Admin fee / account holder | -$25 | $4,236-100.6% | $5,417-100.5% | $4,645-100.5% |