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 | $53,408 | $52,681+1.4% | $75,781-29.5% | $59,632-10.4% |
| Participation rate | 35.5% | 67.2%-31.7pp | 75.8%-40.3pp | 68.7%-33.2pp |
| Annual return | -1.21% | 2.95%-4.2pp | 9.68%-10.9pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $454 | $2,193-79.3% | $3,323-86.3% | $2,203-79.4% |
| Participant deferral / active EE | $882 | $2,591-65.9% | $3,651-75.8% | $3,192-72.4% |
| Admin fee / account holder | $127 | $3,610-96.5% | $5,299-97.6% | $4,297-97.1% |