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 | $81,475 | $80,717+0.9% | $154,803-47.4% | $84,808-3.9% |
| Participation rate | 27.1% | 66.8%-39.7pp | 78.1%-51.0pp | 68.3%-41.2pp |
| Annual return | 17.57% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $697 | $2,761-74.8% | $4,305-83.8% | $2,631-73.5% |
| Participant deferral / active EE | $800 | $3,303-75.8% | $5,540-85.6% | $4,212-81.0% |
| Admin fee / account holder | $180 | $6,746-97.3% | $14,329-98.7% | $7,344-97.5% |