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 | $176,643 | $179,726-1.7% | $156,263+13.0% | $142,382+24.1% |
| Participation rate | 52.4% | 82.1%-29.7pp | 78.9%-26.5pp | 80.1%-27.7pp |
| Annual return | 19.53% | 77.86%-58.3pp | 59.47%-39.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,845 | $5,069-63.6% | $4,333-57.4% | $4,299-57.1% |
| Participant deferral / active EE | $1,901 | $6,956-72.7% | $6,158-69.1% | $6,507-70.8% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |