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 | $53,985 | $102,616-47.4% | $81,983-34.2% | $158,922-66.0% |
| Participation rate | 30.8% | 75.5%-44.8pp | 69.2%-38.5pp | 82.0%-51.2pp |
| Annual return | 17.19% | 61.04%-43.9pp | 41.31%-24.1pp | 302.83%-285.6pp |
| Employer contribution / active EE | $850 | $3,240-73.8% | $2,498-66.0% | $4,761-82.1% |
| Participant deferral / active EE | $954 | $4,648-79.5% | $3,722-74.4% | $5,982-84.0% |
| Admin fee / account holder | $31 | $8,235-99.6% | $5,664-99.4% | $11,246-99.7% |