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 | $40,197 | $86,286-53.4% | $111,297-63.9% | $85,850-53.2% |
| Participation rate | 44.3% | 73.3%-29.0pp | 77.3%-33.0pp | 69.3%-25.0pp |
| Annual return | 18.75% | 19.99%-1.2pp | 54.65%-35.9pp | 318.53%-299.8pp |
| Employer contribution / active EE | $569 | $2,043-72.2% | $2,731-79.2% | $2,565-77.8% |
| Participant deferral / active EE | $1,246 | $3,641-65.8% | $4,487-72.2% | $3,952-68.5% |
| Admin fee / account holder | $171 | $8,188-97.9% | $7,964-97.9% | $6,260-97.3% |