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 | $25,837 | $85,766-69.9% | $136,294-81.0% | $70,131-63.2% |
| Participation rate | 25.9% | 74.2%-48.2pp | 81.9%-56.0pp | 69.5%-43.6pp |
| Annual return | 14.80% | 31.45%-16.7pp | 5155.94%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $657 | $2,966-77.9% | $4,695-86.0% | $2,342-72.0% |
| Participant deferral / active EE | $907 | $5,051-82.1% | $6,247-85.5% | $3,332-72.8% |
| Admin fee / account holder | $149 | $5,420-97.3% | $9,243-98.4% | $4,645-96.8% |