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 | $149,342 | $68,547+117.9% | $120,354+24.1% | $80,856+84.7% |
| Participation rate | 27.0% | 61.6%-34.6pp | 71.9%-44.9pp | 67.6%-40.6pp |
| Annual return | 15.35% | 23.60%-8.2pp | 107.15%-91.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $533 | $2,051-74.0% | $3,463-84.6% | $2,755-80.7% |
| Participant deferral / active EE | $834 | $3,173-73.7% | $4,991-83.3% | $4,296-80.6% |
| Admin fee / account holder | $187 | $5,732-96.7% | $9,423-98.0% | $6,918-97.3% |