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 | $41,950 | $54,573-23.1% | $90,951-53.9% | $73,488-42.9% |
| Participation rate | 12.1% | 61.2%-49.0pp | 69.0%-56.9pp | 70.7%-58.5pp |
| Annual return | 18.61% | 16.69%+1.9pp | 134.60%-116.0pp | 28.51%-9.9pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $332 | $2,517-86.8% | $3,373-90.2% | $3,740-91.1% |
| Admin fee / account holder | $57 | $521-89.2% | $5,959-99.1% | $513-89.0% |