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 10-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 | $52,560 | $78,422-33.0% | $95,952-45.2% | $79,858-34.2% |
| Participation rate | 26.7% | 73.5%-46.8pp | 77.1%-50.4pp | 69.6%-43.0pp |
| Annual return | 10.53% | 19.37%-8.8pp | 91.61%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $577 | $1,945-70.3% | $2,541-77.3% | $2,471-76.6% |
| Participant deferral / active EE | $910 | $3,440-73.5% | $4,167-78.2% | $3,740-75.7% |
| Admin fee / account holder | $16 | $5,622-99.7% | $6,795-99.8% | $5,306-99.7% |