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 8-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 | $160,605 | $107,452+49.5% | $91,541+75.4% | $142,382+12.8% |
| Participation rate | 25.0% | 75.1%-50.1pp | 69.8%-44.8pp | 80.1%-55.1pp |
| Annual return | 15.69% | 22.06%-6.4pp | 20.50%-4.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $369 | $2,994-87.7% | $2,505-85.3% | $4,299-91.4% |
| Participant deferral / active EE | $369 | $4,754-92.2% | $4,008-90.8% | $6,507-94.3% |
| Admin fee / account holder | $20 | $8,834-99.8% | $6,956-99.7% | $12,624-99.8% |