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 8-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 | $26,810 | $100,773-73.4% | $88,946-69.9% | $142,382-81.2% |
| Participation rate | 31.3% | 74.3%-43.0pp | 68.8%-37.6pp | 80.1%-48.9pp |
| Annual return | 16.19% | 70.18%-54.0pp | 57.82%-41.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $365 | $2,918-87.5% | $2,555-85.7% | $4,299-91.5% |
| Participant deferral / active EE | $549 | $5,230-89.5% | $4,581-88.0% | $6,507-91.6% |
| Admin fee / account holder | $174 | $9,693-98.2% | $8,261-97.9% | $12,624-98.6% |