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 | $49,552 | $62,573-20.8% | $85,682-42.2% | $85,850-42.3% |
| Participation rate | 8.7% | 61.1%-52.4pp | 69.9%-61.2pp | 69.3%-60.6pp |
| Annual return | 19.99% | 23.77%-3.8pp | 21.49%-1.5pp | 318.53%-298.5pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $167 | $2,802-94.1% | $3,923-95.8% | $3,952-95.8% |
| Admin fee / account holder | $18 | $4,640-99.6% | $6,873-99.7% | $6,260-99.7% |