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 9-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 | $27,304 | $59,839-54.4% | $81,983-66.7% | $79,858-65.8% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.2%-35.9pp | 69.6%-36.3pp |
| Annual return | 16.79% | 17.56%-0.8pp | 41.31%-24.5pp | 31.71%-14.9pp |
| Employer contribution / active EE | $352 | $1,713-79.5% | $2,498-85.9% | $2,471-85.7% |
| Participant deferral / active EE | $437 | $2,695-83.8% | $3,722-88.3% | $3,740-88.3% |
| Admin fee / account holder | $216 | $4,287-95.0% | $5,664-96.2% | $5,306-95.9% |