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 | $31,138 | $67,411-53.8% | $91,001-65.8% | $70,131-55.6% |
| Participation rate | 23.8% | 71.4%-47.6pp | 75.6%-51.9pp | 69.5%-45.8pp |
| Annual return | 15.37% | -40.16%+55.5pp | 4.60%+10.8pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $499 | $2,823-82.3% | $3,547-85.9% | $3,332-85.0% |
| Admin fee / account holder | $265 | $4,236-93.8% | $5,417-95.1% | $4,645-94.3% |