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 | $71,566 | $79,944-10.5% | $98,439-27.3% | $75,163-4.8% |
| Participation rate | 47.1% | 70.4%-23.3pp | 75.2%-28.1pp | 67.2%-20.1pp |
| Annual return | 20.74% | 19.75%+1.0pp | 21.16%-0.4pp | 160.62%-139.9pp |
| Employer contribution / active EE | $668 | $2,264-70.5% | $3,048-78.1% | $2,670-75.0% |
| Participant deferral / active EE | $1,383 | $3,752-63.1% | $4,738-70.8% | $4,125-66.5% |
| Admin fee / account holder | $131 | $6,840-98.1% | $8,948-98.5% | $5,651-97.7% |