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 | $70,232 | $52,580+33.6% | $71,671-2.0% | $70,131+0.1% |
| Participation rate | 34.8% | 60.9%-26.1pp | 68.7%-34.0pp | 69.5%-34.8pp |
| Annual return | 22.80% | 20.25%+2.5pp | 20.65%+2.1pp | 73.14%-50.3pp |
| Employer contribution / active EE | $381 | $1,616-76.4% | $2,460-84.5% | $2,342-83.7% |
| Participant deferral / active EE | $38 | $2,386-98.4% | $3,438-98.9% | $3,332-98.9% |
| Admin fee / account holder | $6 | $3,653-99.8% | $5,558-99.9% | $4,645-99.9% |