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 | $99,878 | $105,181-5.0% | $159,436-37.4% | $85,850+16.3% |
| Participation rate | 42.3% | 75.8%-33.5pp | 82.8%-40.5pp | 69.3%-27.0pp |
| Annual return | 14.25% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,060 | $3,318-68.1% | $4,829-78.1% | $2,565-58.7% |
| Participant deferral / active EE | $2,270 | $5,945-61.8% | $7,352-69.1% | $3,952-42.5% |
| Admin fee / account holder | $23 | $6,933-99.7% | $10,799-99.8% | $6,260-99.6% |