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 | $50,635 | $124,281-59.3% | $109,143-53.6% | $167,490-69.8% |
| Participation rate | 30.4% | 79.4%-49.0pp | 75.9%-45.4pp | 82.1%-51.7pp |
| Annual return | 12.63% | 26.04%-13.4pp | 25.75%-13.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $930 | $4,207-77.9% | $3,722-75.0% | $4,837-80.8% |
| Participant deferral / active EE | $1,424 | $5,255-72.9% | $4,653-69.4% | $6,341-77.5% |
| Admin fee / account holder | $56 | $7,970-99.3% | $6,752-99.2% | $12,309-99.5% |