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 | $27,982 | $93,571-70.1% | $135,903-79.4% | $75,163-62.8% |
| Participation rate | 28.8% | 75.2%-46.4pp | 81.9%-53.1pp | 67.2%-38.4pp |
| Annual return | 16.90% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,161 | $6,404-81.9% | $7,758-85.0% | $4,125-71.9% |
| Admin fee / account holder | $32 | $6,975-99.5% | $10,762-99.7% | $5,651-99.4% |