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 | $53,229 | $54,762-2.8% | $90,281-41.0% | $72,985-27.1% |
| Participation rate | 25.8% | 65.1%-39.3pp | 73.3%-47.5pp | 69.5%-43.7pp |
| Annual return | 23.26% | 30.63%-7.4pp | 78.10%-54.8pp | 81.00%-57.7pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $720 | $2,887-75.1% | $3,885-81.5% | $3,607-80.0% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |