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 | $23,510 | $115,882-79.7% | $100,516-76.6% | $158,922-85.2% |
| Participation rate | 58.8% | 81.6%-22.7pp | 79.4%-20.6pp | 82.0%-23.1pp |
| Annual return | 21.14% | 34.79%-13.7pp | 30.89%-9.8pp | 302.83%-281.7pp |
| Employer contribution / active EE | $1,042 | $4,103-74.6% | $3,418-69.5% | $4,761-78.1% |
| Participant deferral / active EE | $1,926 | $6,674-71.1% | $6,270-69.3% | $5,982-67.8% |
| Admin fee / account holder | $8 | $10,995-99.9% | $8,081-99.9% | $11,246-99.9% |