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 8-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 | $89,335 | $217,402-58.9% | $185,823-51.9% | $167,490-46.7% |
| Participation rate | 20.0% | 86.0%-66.0pp | 81.7%-61.7pp | 82.1%-62.1pp |
| Annual return | 17.92% | 148.36%-130.4pp | 122.05%-104.1pp | 478.56%-460.6pp |
| Employer contribution / active EE | $1,650 | $5,873-71.9% | $5,167-68.1% | $4,837-65.9% |
| Participant deferral / active EE | $1,650 | $6,356-74.0% | $5,568-70.4% | $6,341-74.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |