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 | $23,977 | $54,541-56.0% | $78,778-69.6% | $70,131-65.8% |
| Participation rate | 31.5% | 60.8%-29.3pp | 69.2%-37.7pp | 69.5%-38.0pp |
| Annual return | 16.67% | 21.07%-4.4pp | 35.62%-18.9pp | 73.14%-56.5pp |
| Employer contribution / active EE | $287 | $1,089-73.6% | $1,986-85.5% | $2,342-87.7% |
| Participant deferral / active EE | $635 | $2,210-71.3% | $2,958-78.5% | $3,332-80.9% |
| Admin fee / account holder | $182 | $3,709-95.1% | $5,134-96.4% | $4,645-96.1% |