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 | $33,008 | $53,127-37.9% | $86,590-61.9% | $70,131-52.9% |
| Participation rate | 32.1% | 65.3%-33.2pp | 73.5%-41.4pp | 69.5%-37.4pp |
| Annual return | 17.46% | 27.66%-10.2pp | 964.84%-947.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,142 | $2,068+3.6% | $2,839-24.5% | $2,342-8.5% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $51 | $3,585-98.6% | $4,906-99.0% | $4,645-98.9% |