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 | $49,977 | $96,635-48.3% | $86,612-42.3% | $139,434-64.2% |
| Participation rate | 18.8% | 74.4%-55.7pp | 71.7%-52.9pp | 80.3%-61.6pp |
| Annual return | 18.60% | 106.41%-87.8pp | 591.07%-572.5pp | 372.94%-354.3pp |
| Employer contribution / active EE | $524 | $3,263-83.9% | $3,022-82.7% | $4,751-89.0% |
| Participant deferral / active EE | $546 | $4,836-88.7% | $4,438-87.7% | $6,710-91.9% |
| Admin fee / account holder | $61 | $6,408-99.0% | $5,614-98.9% | $11,403-99.5% |