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 | $40,681 | $89,355-54.5% | $141,162-71.2% | $72,985-44.3% |
| Participation rate | 52.0% | 75.1%-23.1pp | 82.5%-30.5pp | 69.5%-17.5pp |
| Annual return | 48.34% | 111.85%-63.5pp | 71.39%-23.1pp | 81.00%-32.7pp |
| Employer contribution / active EE | $1,236 | $3,114-60.3% | $4,735-73.9% | $2,440-49.3% |
| Participant deferral / active EE | $2,091 | $5,418-61.4% | $6,709-68.8% | $3,607-42.0% |
| Admin fee / account holder | $231 | $5,958-96.1% | $10,261-97.7% | $5,124-95.5% |