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 | $58,510 | $80,673-27.5% | $101,326-42.3% | $84,808-31.0% |
| Participation rate | 20.0% | 77.8%-57.8pp | 81.5%-61.5pp | 68.3%-48.3pp |
| Annual return | 19.71% | 38.95%-19.2pp | 36.82%-17.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $425 | $2,698-84.3% | $3,665-88.4% | $2,631-83.9% |
| Participant deferral / active EE | $623 | $6,840-90.9% | $7,994-92.2% | $4,212-85.2% |
| Admin fee / account holder | $0 | $12,784-100.0% | $11,185-100.0% | $7,344-100.0% |