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 | $87,534 | $179,726-51.3% | $156,263-44.0% | $142,382-38.5% |
| Participation rate | 54.5% | 82.1%-27.5pp | 78.9%-24.4pp | 80.1%-25.6pp |
| Annual return | 14.88% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,162 | $5,069-77.1% | $4,333-73.2% | $4,299-73.0% |
| Participant deferral / active EE | $2,007 | $6,956-71.1% | $6,158-67.4% | $6,507-69.2% |
| Admin fee / account holder | $1 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |