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 | $49,742 | $66,402-25.1% | $109,895-54.7% | $85,850-42.1% |
| Participation rate | 45.5% | 63.9%-18.4pp | 74.2%-28.8pp | 69.3%-23.9pp |
| Annual return | 14.50% | 19.59%-5.1pp | 29.45%-15.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $732 | $1,687-56.6% | $2,842-74.2% | $2,565-71.5% |
| Participant deferral / active EE | $980 | $2,842-65.5% | $4,048-75.8% | $3,952-75.2% |
| Admin fee / account holder | $50 | $4,557-98.9% | $6,066-99.2% | $6,260-99.2% |