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 | $67,464 | $80,717-16.4% | $154,803-56.4% | $84,808-20.5% |
| Participation rate | 15.1% | 66.8%-51.7pp | 78.1%-63.0pp | 68.3%-53.2pp |
| Annual return | 16.37% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $362 | $2,761-86.9% | $4,305-91.6% | $2,631-86.2% |
| Participant deferral / active EE | $610 | $3,303-81.5% | $5,540-89.0% | $4,212-85.5% |
| Admin fee / account holder | $219 | $6,746-96.8% | $14,329-98.5% | $7,344-97.0% |