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 | $139,037 | $160,055-13.1% | $140,016-0.7% | $135,375+2.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | 37.65% | 911.38%-873.7pp | 651.12%-613.5pp | 519.73%-482.1pp |
| Employer contribution / active EE | $1,451 | $6,420-77.4% | $5,606-74.1% | $4,779-69.6% |
| Participant deferral / active EE | $501 | $7,642-93.4% | $6,927-92.8% | $5,609-91.1% |
| Admin fee / account holder | $4 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |