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 | $52,935 | $72,277-26.8% | $101,248-47.7% | $79,858-33.7% |
| Participation rate | 11.1% | 68.5%-57.3pp | 75.8%-64.7pp | 69.6%-58.5pp |
| Annual return | 19.30% | 22.30%-3.0pp | 46.47%-27.2pp | 31.71%-12.4pp |
| Employer contribution / active EE | $840 | $2,692-68.8% | $3,660-77.1% | $2,471-66.0% |
| Participant deferral / active EE | $754 | $3,282-77.0% | $4,370-82.8% | $3,740-79.8% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |