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 | $47,157 | $209,411-77.5% | $178,490-73.6% | $158,922-70.3% |
| Participation rate | 36.4% | 86.3%-50.0pp | 81.9%-45.6pp | 82.0%-45.6pp |
| Annual return | 18.28% | 188.75%-170.5pp | 151.07%-132.8pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,354 | $5,706-76.3% | $5,011-73.0% | $4,761-71.6% |
| Participant deferral / active EE | $1,429 | $5,954-76.0% | $5,202-72.5% | $5,982-76.1% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |