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 | $60,212 | $117,381-48.7% | $99,443-39.5% | $152,861-60.6% |
| Participation rate | 40.0% | 77.5%-37.5pp | 73.8%-33.8pp | 82.4%-42.4pp |
| Annual return | 21.57% | 31.87%-10.3pp | 30.72%-9.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $449 | $3,013-85.1% | $2,540-82.3% | $4,762-90.6% |
| Participant deferral / active EE | $367 | $4,086-91.0% | $3,619-89.9% | $5,850-93.7% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |