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 5-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 | $200,207 | $70,606+183.6% | $53,898+271.5% | $142,382+40.6% |
| Participation rate | 20.0% | 63.7%-43.7pp | 55.0%-35.0pp | 80.1%-60.1pp |
| Annual return | 12.24% | 619.81%-607.6pp | 528.60%-516.4pp | 217.08%-204.8pp |
| Employer contribution / active EE | $162 | $1,202-86.5% | $932-82.6% | $4,299-96.2% |
| Participant deferral / active EE | $203 | $2,364-91.4% | $1,826-88.9% | $6,507-96.9% |
| Admin fee / account holder | $143 | $2,852-95.0% | $2,491-94.3% | $12,624-98.9% |