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 | $43,046 | $165,335-74.0% | $149,696-71.2% | $158,922-72.9% |
| Participation rate | 52.4% | 84.6%-32.2pp | 82.5%-30.1pp | 82.0%-29.6pp |
| Annual return | 14.22% | 348.15%-333.9pp | 276.60%-262.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,268 | $5,103-75.1% | $4,644-72.7% | $4,761-73.4% |
| Participant deferral / active EE | $2,147 | $7,181-70.1% | $6,842-68.6% | $5,982-64.1% |
| Admin fee / account holder | $185 | $10,807-98.3% | $9,309-98.0% | $11,246-98.4% |