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 | $102,454 | $102,966-0.5% | $90,281+13.5% | $152,861-33.0% |
| Participation rate | 16.7% | 75.9%-59.2pp | 73.3%-56.6pp | 82.4%-65.8pp |
| Annual return | 26.54% | 95.16%-68.6pp | 78.10%-51.6pp | 345.32%-318.8pp |
| Employer contribution / active EE | $421 | $3,139-86.6% | $2,854-85.3% | $4,762-91.2% |
| Participant deferral / active EE | $640 | $4,281-85.1% | $3,885-83.5% | $5,850-89.1% |
| Admin fee / account holder | $19 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |