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 | $100,506 | $149,679-32.9% | $117,039-14.1% | $147,584-31.9% |
| Participation rate | 25.0% | 83.5%-58.5pp | 77.2%-52.2pp | 82.8%-57.8pp |
| Annual return | 13.16% | 19.31%-6.2pp | 18.95%-5.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $977 | $4,937-80.2% | $3,785-74.2% | $4,876-80.0% |
| Participant deferral / active EE | $977 | $4,912-80.1% | $3,929-75.1% | $5,439-82.0% |
| Admin fee / account holder | $44 | $7,856-99.4% | $5,974-99.3% | $10,885-99.6% |