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 | $73,481 | $112,096-34.4% | $95,952-23.4% | $158,922-53.8% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 23.75% | 171.09%-147.3pp | 91.61%-67.9pp | 302.83%-279.1pp |
| Employer contribution / active EE | $945 | $3,198-70.4% | $2,541-62.8% | $4,761-80.1% |
| Participant deferral / active EE | $945 | $4,784-80.2% | $4,167-77.3% | $5,982-84.2% |
| Admin fee / account holder | $44 | $10,130-99.6% | $6,795-99.4% | $11,246-99.6% |