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 | $13,367 | $109,327-87.8% | $89,391-85.0% | $158,922-91.6% |
| Participation rate | 45.5% | 74.3%-28.8pp | 68.0%-22.5pp | 82.0%-36.5pp |
| Annual return | 16.96% | 345.68%-328.7pp | 245.62%-228.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $279 | $3,170-91.2% | $2,586-89.2% | $4,761-94.1% |
| Participant deferral / active EE | $328 | $4,598-92.9% | $3,890-91.6% | $5,982-94.5% |
| Admin fee / account holder | $87 | $6,153-98.6% | $4,881-98.2% | $11,246-99.2% |