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 7-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 | $30,674 | $118,427-74.1% | $66,042-53.6% | $142,382-78.5% |
| Participation rate | 33.3% | 68.1%-34.8pp | 67.5%-34.2pp | 80.1%-46.8pp |
| Annual return | 12.64% | 35.57%-22.9pp | 52.11%-39.5pp | 217.08%-204.4pp |
| Employer contribution / active EE | $5,000 | $2,570+94.6% | $1,579+216.6% | $4,299+16.3% |
| Participant deferral / active EE | $333 | $4,311-92.3% | $2,835-88.2% | $6,507-94.9% |
| Admin fee / account holder | $148 | $9,593-98.5% | $5,747-97.4% | $12,624-98.8% |