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 | $121,915 | $127,777-4.6% | $106,548+14.4% | $167,490-27.2% |
| Participation rate | 23.1% | 78.3%-55.2pp | 76.1%-53.1pp | 82.1%-59.0pp |
| Annual return | 14.24% | 33.87%-19.6pp | 26.80%-12.6pp | 478.56%-464.3pp |
| Employer contribution / active EE | $693 | $3,427-79.8% | $2,819-75.4% | $4,837-85.7% |
| Participant deferral / active EE | $877 | $5,087-82.8% | $4,398-80.1% | $6,341-86.2% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |