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 4-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 | $45,607 | $179,726-74.6% | $156,263-70.8% | $142,382-68.0% |
| Participation rate | 30.8% | 82.1%-51.3pp | 78.9%-48.1pp | 80.1%-49.4pp |
| Annual return | 14.41% | 77.86%-63.5pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,089 | $5,069-78.5% | $4,333-74.9% | $4,299-74.7% |
| Participant deferral / active EE | $1,364 | $6,956-80.4% | $6,158-77.8% | $6,507-79.0% |
| Admin fee / account holder | $40 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |