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 | $22,707 | $107,334-78.8% | $92,893-75.6% | $152,861-85.1% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 19.17% | 145.58%-126.4pp | 109.41%-90.2pp | 345.32%-326.2pp |
| Employer contribution / active EE | $784 | $4,221-81.4% | $3,653-78.5% | $4,762-83.5% |
| Participant deferral / active EE | $1,085 | $4,845-77.6% | $4,236-74.4% | $5,850-81.5% |
| Admin fee / account holder | $62 | $7,079-99.1% | $5,794-98.9% | $11,596-99.5% |