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 | $105,824 | $167,484-36.8% | $151,611-30.2% | $134,475-21.3% |
| Participation rate | 56.3% | 88.4%-32.1pp | 87.5%-31.2pp | 81.2%-25.0pp |
| Annual return | -12.18% | 7.80%-20.0pp | 3.33%-15.5pp | 417.96%-430.1pp |
| Employer contribution / active EE | $2,053 | $6,829-69.9% | $6,166-66.7% | $4,740-56.7% |
| Participant deferral / active EE | $2,699 | $8,986-70.0% | $8,363-67.7% | $6,400-57.8% |
| Admin fee / account holder | $14 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |