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 10-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 | $72,269 | $90,590-20.2% | $90,782-20.4% | $135,375-46.6% |
| Participation rate | 47.6% | 83.7%-36.1pp | 82.7%-35.0pp | 82.6%-35.0pp |
| Annual return | -7.48% | -3.40%-4.1pp | -3.42%-4.1pp | 519.73%-527.2pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $485 | $5,407-91.0% | $5,366-91.0% | $5,609-91.4% |
| Admin fee / account holder | $15 | $7,683-99.8% | $5,908-99.8% | $10,827-99.9% |