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 | $23,102 | $165,335-86.0% | $149,696-84.6% | $158,922-85.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 19.86% | 348.15%-328.3pp | 276.60%-256.7pp | 302.83%-283.0pp |
| Employer contribution / active EE | $948 | $5,103-81.4% | $4,644-79.6% | $4,761-80.1% |
| Participant deferral / active EE | $1,140 | $7,181-84.1% | $6,842-83.3% | $5,982-81.0% |
| Admin fee / account holder | $92 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |