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 | $59,910 | $209,411-71.4% | $178,490-66.4% | $158,922-62.3% |
| Participation rate | 38.5% | 86.3%-47.9pp | 81.9%-43.5pp | 82.0%-43.5pp |
| Annual return | 22.53% | 188.75%-166.2pp | 151.07%-128.5pp | 302.83%-280.3pp |
| Employer contribution / active EE | $1,242 | $5,706-78.2% | $5,011-75.2% | $4,761-73.9% |
| Participant deferral / active EE | $1,476 | $5,954-75.2% | $5,202-71.6% | $5,982-75.3% |
| Admin fee / account holder | $75 | $17,074-99.6% | $13,984-99.5% | $11,246-99.3% |