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 7-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 | $10,789 | $106,584-89.9% | $101,326-89.4% | $142,382-92.4% |
| Participation rate | 35.3% | 82.7%-47.4pp | 81.5%-46.2pp | 80.1%-44.8pp |
| Annual return | 19.08% | 36.93%-17.9pp | 36.82%-17.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $249 | $3,956-93.7% | $3,665-93.2% | $4,299-94.2% |
| Participant deferral / active EE | $468 | $8,297-94.4% | $7,994-94.1% | $6,507-92.8% |
| Admin fee / account holder | $40 | $11,446-99.7% | $11,185-99.6% | $12,624-99.7% |