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 | $132,566 | $99,652+33.0% | $78,778+68.3% | $147,584-10.2% |
| Participation rate | 14.3% | 76.2%-61.9pp | 69.2%-54.9pp | 82.8%-68.5pp |
| Annual return | 19.42% | 47.28%-27.9pp | 35.62%-16.2pp | 578.55%-559.1pp |
| Employer contribution / active EE | $615 | $2,796-78.0% | $1,986-69.0% | $4,876-87.4% |
| Participant deferral / active EE | $676 | $3,664-81.6% | $2,958-77.2% | $5,439-87.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |