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 | $72,467 | $138,044-47.5% | $125,339-42.2% | $134,475-46.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -11.85% | 750.33%-762.2pp | 572.05%-583.9pp | 417.96%-429.8pp |
| Employer contribution / active EE | $1,376 | $5,243-73.8% | $4,814-71.4% | $4,740-71.0% |
| Participant deferral / active EE | $1,939 | $7,799-75.1% | $7,446-74.0% | $6,400-69.7% |
| Admin fee / account holder | $88 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |