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 | $31,647 | $70,475-55.1% | $100,516-68.5% | $79,858-60.4% |
| Participation rate | 32.1% | 73.7%-41.5pp | 79.4%-47.3pp | 69.6%-37.5pp |
| Annual return | 18.25% | 21.90%-3.6pp | 30.89%-12.6pp | 31.71%-13.5pp |
| Employer contribution / active EE | $970 | $2,165-55.2% | $3,418-71.6% | $2,471-60.7% |
| Participant deferral / active EE | $1,244 | $5,181-76.0% | $6,270-80.2% | $3,740-66.7% |
| Admin fee / account holder | $293 | $4,478-93.5% | $8,081-96.4% | $5,306-94.5% |