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 | $54,694 | $96,635-43.4% | $86,612-36.9% | $139,434-60.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 15.46% | 106.41%-91.0pp | 591.07%-575.6pp | 372.94%-357.5pp |
| Employer contribution / active EE | $815 | $3,263-75.0% | $3,022-73.0% | $4,751-82.9% |
| Participant deferral / active EE | $815 | $4,836-83.2% | $4,438-81.6% | $6,710-87.9% |
| Admin fee / account holder | $72 | $6,408-98.9% | $5,614-98.7% | $11,403-99.4% |