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 | $125,542 | $91,552+37.1% | $133,956-6.3% | $79,858+57.2% |
| Participation rate | 22.6% | 73.3%-50.7pp | 79.8%-57.2pp | 69.6%-47.0pp |
| Annual return | 19.13% | 61.85%-42.7pp | 45.09%-26.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,841 | $2,384-22.8% | $3,919-53.0% | $2,471-25.5% |
| Participant deferral / active EE | $658 | $3,733-82.4% | $5,048-87.0% | $3,740-82.4% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |