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 7-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 | $47,204 | $159,602-70.4% | $150,045-68.5% | $142,382-66.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 20.12% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,030 | $4,961-79.2% | $4,693-78.1% | $4,299-76.0% |
| Participant deferral / active EE | $1,030 | $8,310-87.6% | $7,997-87.1% | $6,507-84.2% |
| Admin fee / account holder | $166 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |