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 8-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 | $58,112 | $148,534-60.9% | $135,903-57.2% | $139,434-58.3% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 22.79% | 79.19%-56.4pp | 68.23%-45.4pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,716 | $5,243-67.3% | $4,856-64.7% | $4,751-63.9% |
| Participant deferral / active EE | $2,477 | $8,100-69.4% | $7,758-68.1% | $6,710-63.1% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |