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 | $62,214 | $74,888-16.9% | $71,209-12.6% | $142,382-56.3% |
| Participation rate | 14.3% | 76.2%-61.9pp | 73.8%-59.5pp | 80.1%-65.8pp |
| Annual return | 16.40% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $480 | $2,854-83.2% | $2,721-82.4% | $4,299-88.8% |
| Participant deferral / active EE | $480 | $4,454-89.2% | $4,175-88.5% | $6,507-92.6% |
| Admin fee / account holder | $40 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |