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 3-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 | $32,470 | $175,202-81.5% | $149,673-78.3% | $139,434-76.7% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 21.49% | 166.71%-145.2pp | 134.42%-112.9pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,084 | $5,474-80.2% | $4,818-77.5% | $4,751-77.2% |
| Participant deferral / active EE | $1,844 | $6,519-71.7% | $5,680-67.5% | $6,710-72.5% |
| Admin fee / account holder | $240 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |