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 | $32,561 | $58,512-44.4% | $84,015-61.2% | $72,985-55.4% |
| Participation rate | 41.7% | 61.2%-19.6pp | 69.0%-27.3pp | 69.5%-27.8pp |
| Annual return | 19.96% | 28.93%-9.0pp | 71.31%-51.3pp | 81.00%-61.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $914 | $2,394-61.8% | $3,239-71.8% | $3,607-74.7% |
| Admin fee / account holder | $139 | $4,569-97.0% | $6,101-97.7% | $5,124-97.3% |