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 | $94,933 | $48,750+94.7% | $88,946+6.7% | $74,304+27.8% |
| Participation rate | 5.1% | 44.5%-39.4pp | 68.8%-63.8pp | 60.3%-55.3pp |
| Annual return | 14.66% | 25.91%-11.2pp | 57.82%-43.2pp | 29.43%-14.8pp |
| Employer contribution / active EE | $163 | $1,255-87.0% | $2,555-93.6% | $2,241-92.7% |
| Participant deferral / active EE | $393 | $2,423-83.8% | $4,581-91.4% | $3,767-89.6% |
| Admin fee / account holder | $7 | $3,756-99.8% | $8,261-99.9% | $2,969-99.7% |