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 | $44,906 | $108,919-58.8% | $100,391-55.3% | $145,922-69.2% |
| Participation rate | 63.6% | 82.9%-19.3pp | 81.5%-17.8pp | 80.3%-16.6pp |
| Annual return | 15.23% | 57.88%-42.7pp | 49.20%-34.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,223 | $4,419-72.3% | $3,942-69.0% | $4,660-73.8% |
| Participant deferral / active EE | $2,136 | $8,445-74.7% | $8,082-73.6% | $6,688-68.1% |
| Admin fee / account holder | $268 | $9,689-97.2% | $7,899-96.6% | $13,397-98.0% |