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 | $52,975 | $80,717-34.4% | $154,803-65.8% | $84,808-37.5% |
| Participation rate | 20.0% | 66.8%-46.8pp | 78.1%-58.1pp | 68.3%-48.3pp |
| Annual return | 18.60% | 37.96%-19.4pp | 58.88%-40.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $437 | $2,761-84.2% | $4,305-89.8% | $2,631-83.4% |
| Participant deferral / active EE | $471 | $3,303-85.8% | $5,540-91.5% | $4,212-88.8% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |