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 7-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 | $77,978 | $148,534-47.5% | $135,903-42.6% | $139,434-44.1% |
| Participation rate | 31.8% | 83.9%-52.0pp | 81.9%-50.1pp | 80.3%-48.5pp |
| Annual return | 19.50% | 79.19%-59.7pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,515 | $5,243-71.1% | $4,856-68.8% | $4,751-68.1% |
| Participant deferral / active EE | $2,329 | $8,100-71.3% | $7,758-70.0% | $6,710-65.3% |
| Admin fee / account holder | $31 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |