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 | $34,695 | $106,584-67.4% | $101,326-65.8% | $142,382-75.6% |
| Participation rate | 16.7% | 82.7%-66.0pp | 81.5%-64.8pp | 80.1%-63.5pp |
| Annual return | 22.71% | 36.93%-14.2pp | 36.82%-14.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,031 | $3,956-73.9% | $3,665-71.9% | $4,299-76.0% |
| Participant deferral / active EE | $1,816 | $8,297-78.1% | $7,994-77.3% | $6,507-72.1% |
| Admin fee / account holder | $129 | $11,446-98.9% | $11,185-98.9% | $12,624-99.0% |