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 3-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 | $10,587 | $55,371-80.9% | $95,585-88.9% | $74,304-85.8% |
| Participation rate | 8.0% | 53.8%-45.8pp | 72.1%-64.0pp | 60.3%-52.3pp |
| Annual return | 30.19% | 24.26%+5.9pp | 38.56%-8.4pp | 29.43%+0.8pp |
| Employer contribution / active EE | $0 | $1,437-100.0% | $2,527-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $432 | $2,955-85.4% | $4,023-89.3% | $3,767-88.5% |
| Admin fee / account holder | $121 | $2,620-95.4% | $6,127-98.0% | $2,969-95.9% |