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 9-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 | $28,399 | $49,227-42.3% | $70,449-59.7% | $79,858-64.4% |
| Participation rate | 60.0% | 69.2%-9.2pp | 75.1%-15.1pp | 69.6%-9.6pp |
| Annual return | 19.48% | 30.06%-10.6pp | 109.03%-89.5pp | 31.71%-12.2pp |
| Employer contribution / active EE | $630 | $2,099-70.0% | $2,737-77.0% | $2,471-74.5% |
| Participant deferral / active EE | $826 | $2,768-70.1% | $3,709-77.7% | $3,740-77.9% |
| Admin fee / account holder | $169 | $2,878-94.1% | $3,845-95.6% | $5,306-96.8% |