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 | $30,986 | $72,492-57.3% | $87,100-64.4% | $72,985-57.5% |
| Participation rate | 24.4% | 72.8%-48.4pp | 76.9%-52.4pp | 69.5%-45.0pp |
| Annual return | 22.65% | 24.46%-1.8pp | 28.19%-5.5pp | 81.00%-58.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $474 | $3,270-85.5% | $4,049-88.3% | $3,607-86.9% |
| Admin fee / account holder | $202 | $5,055-96.0% | $7,497-97.3% | $5,124-96.1% |