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 | $225,866 | $215,361+4.9% | $171,082+32.0% | $273,961-17.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 5.37% | 25.14%-19.8pp | 32.56%-27.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $6,946 | $4,967+39.8% | $4,002+73.6% | $4,869+42.7% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17 | $10,846-99.8% | $8,520-99.8% | $10,132-99.8% |