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 | $60,668 | $55,706+8.9% | $75,886-20.1% | $72,985-16.9% |
| Participation rate | 16.9% | 61.1%-44.3pp | 69.3%-52.4pp | 69.5%-52.6pp |
| Annual return | 25.60% | 27.59%-2.0pp | 30.76%-5.2pp | 81.00%-55.4pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $771 | $2,634-70.7% | $3,603-78.6% | $3,607-78.6% |
| Admin fee / account holder | $113 | $3,978-97.2% | $5,418-97.9% | $5,124-97.8% |