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 | $114,338 | $106,515+7.3% | $96,683+18.3% | $139,434-18.0% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.7pp |
| Annual return | 14.43% | 38.43%-24.0pp | 35.69%-21.3pp | 372.94%-358.5pp |
| Employer contribution / active EE | $823 | $4,103-79.9% | $3,737-78.0% | $4,751-82.7% |
| Participant deferral / active EE | $1,367 | $5,454-74.9% | $4,878-72.0% | $6,710-79.6% |
| Admin fee / account holder | $185 | $7,877-97.6% | $6,730-97.2% | $11,403-98.4% |