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 6-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 | $64,873 | $109,881-41.0% | $150,045-56.8% | $84,808-23.5% |
| Participation rate | 20.0% | 76.1%-56.1pp | 82.3%-62.3pp | 68.3%-48.3pp |
| Annual return | 24.36% | 28.25%-3.9pp | 62.55%-38.2pp | 40.90%-16.5pp |
| Employer contribution / active EE | $830 | $3,561-76.7% | $4,693-82.3% | $2,631-68.5% |
| Participant deferral / active EE | $2,052 | $6,636-69.1% | $7,997-74.3% | $4,212-51.3% |
| Admin fee / account holder | $292 | $8,568-96.6% | $13,435-97.8% | $7,344-96.0% |