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 | $31,708 | $64,324-50.7% | $118,925-73.3% | $79,858-60.3% |
| Participation rate | 34.0% | 64.9%-30.9pp | 75.4%-41.4pp | 69.6%-35.7pp |
| Annual return | 16.29% | 86.45%-70.2pp | 35.88%-19.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $490 | $1,836-73.3% | $3,263-85.0% | $2,471-80.2% |
| Participant deferral / active EE | $888 | $2,824-68.6% | $4,265-79.2% | $3,740-76.3% |
| Admin fee / account holder | $171 | $4,040-95.8% | $6,581-97.4% | $5,306-96.8% |