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 | $39,278 | $56,897-31.0% | $84,750-53.7% | $62,891-37.5% |
| Participation rate | 62.5% | 68.5%-6.0pp | 76.6%-14.1pp | 69.3%-6.8pp |
| Annual return | 40.80% | 6.30%+34.5pp | 22.78%+18.0pp | 20.14%+20.7pp |
| Employer contribution / active EE | $1,000 | $2,400-58.3% | $3,574-72.0% | $2,281-56.2% |
| Participant deferral / active EE | $1,026 | $2,709-62.1% | $3,712-72.4% | $3,203-68.0% |
| Admin fee / account holder | $166 | $3,581-95.4% | $5,332-96.9% | $4,296-96.1% |