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 | $49,657 | $64,839-23.4% | $95,585-48.0% | $84,808-41.4% |
| Participation rate | 27.3% | 63.8%-36.5pp | 72.1%-44.8pp | 68.3%-41.0pp |
| Annual return | 16.08% | -670.96%+687.0pp | 38.56%-22.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $554 | $1,759-68.5% | $2,527-78.1% | $2,631-78.9% |
| Participant deferral / active EE | $776 | $2,965-73.8% | $4,023-80.7% | $4,212-81.6% |
| Admin fee / account holder | $7 | $5,964-99.9% | $6,127-99.9% | $7,344-99.9% |