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 | $31,041 | $80,968-61.7% | $96,544-67.8% | $75,163-58.7% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 200.29% | 27.06%+173.2pp | 25.84%+174.5pp | 160.62%+39.7pp |
| Employer contribution / active EE | $1,093 | $2,282-52.1% | $2,965-63.1% | $2,670-59.1% |
| Participant deferral / active EE | $1,737 | $3,928-55.8% | $4,851-64.2% | $4,125-57.9% |
| Admin fee / account holder | $168 | $6,724-97.5% | $8,252-98.0% | $5,651-97.0% |