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 | $45,935 | $53,777-14.6% | $134,143-65.8% | $79,858-42.5% |
| Participation rate | 60.6% | 58.8%+1.8pp | 72.2%-11.6pp | 69.6%-9.0pp |
| Annual return | 16.19% | 19.01%-2.8pp | 36.33%-20.1pp | 31.71%-15.5pp |
| Employer contribution / active EE | $526 | $1,321-60.2% | $3,704-85.8% | $2,471-78.7% |
| Participant deferral / active EE | $509 | $2,420-79.0% | $3,499-85.4% | $3,740-86.4% |
| Admin fee / account holder | $187 | $3,984-95.3% | $6,684-97.2% | $5,306-96.5% |