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 4-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 | $11,112 | $59,097-81.2% | $82,389-86.5% | $74,304-85.0% |
| Participation rate | 9.3% | 52.8%-43.4pp | 69.5%-60.2pp | 60.3%-51.0pp |
| Annual return | 23.72% | 22.85%+0.9pp | 28.67%-4.9pp | 29.43%-5.7pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $347 | $2,775-87.5% | $4,155-91.6% | $3,767-90.8% |
| Admin fee / account holder | $156 | $4,489-96.5% | $7,231-97.8% | $2,969-94.8% |