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 | $25,732 | $64,480-60.1% | $81,382-68.4% | $80,856-68.2% |
| Participation rate | 8.3% | 63.9%-55.5pp | 69.5%-61.2pp | 67.6%-59.3pp |
| Annual return | 24.09% | 16.34%+7.7pp | 24.73%-0.6pp | 35.59%-11.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $522 | $3,094-83.1% | $3,883-86.6% | $4,296-87.8% |
| Admin fee / account holder | $173 | $5,671-96.9% | $5,768-97.0% | $6,918-97.5% |