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 | $18,630 | $59,101-68.5% | $77,163-75.9% | $75,163-75.2% |
| Participation rate | 12.1% | 63.9%-51.7pp | 69.6%-57.5pp | 67.2%-55.1pp |
| Annual return | 28.18% | 26.71%+1.5pp | 37.87%-9.7pp | 160.62%-132.4pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $405 | $2,999-86.5% | $3,833-89.4% | $4,125-90.2% |
| Admin fee / account holder | $145 | $4,774-97.0% | $5,472-97.4% | $5,651-97.4% |