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 | $28,891 | $109,881-73.7% | $150,045-80.7% | $84,808-65.9% |
| Participation rate | 34.5% | 76.1%-41.6pp | 82.3%-47.8pp | 68.3%-33.8pp |
| Annual return | 20.23% | 28.25%-8.0pp | 62.55%-42.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,330 | $3,561-62.6% | $4,693-71.7% | $2,631-49.4% |
| Participant deferral / active EE | $2,027 | $6,636-69.4% | $7,997-74.6% | $4,212-51.9% |
| Admin fee / account holder | $250 | $8,568-97.1% | $13,435-98.1% | $7,344-96.6% |