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 | $21,807 | $105,859-79.4% | $90,160-75.8% | $147,584-85.2% |
| Participation rate | 55.6% | 79.7%-24.2pp | 76.9%-21.3pp | 82.8%-27.3pp |
| Annual return | 16.77% | 37.63%-20.9pp | 34.88%-18.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $988 | $4,126-76.1% | $3,318-70.2% | $4,876-79.7% |
| Participant deferral / active EE | $1,447 | $5,733-74.8% | $5,288-72.6% | $5,439-73.4% |
| Admin fee / account holder | $106 | $8,046-98.7% | $5,943-98.2% | $10,885-99.0% |