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 | $37,454 | $54,541-31.3% | $78,778-52.5% | $70,131-46.6% |
| Participation rate | 52.6% | 60.8%-8.2pp | 69.2%-16.6pp | 69.5%-16.9pp |
| Annual return | 15.67% | 21.07%-5.4pp | 35.62%-19.9pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $770 | $2,210-65.2% | $2,958-74.0% | $3,332-76.9% |
| Admin fee / account holder | $195 | $3,709-94.7% | $5,134-96.2% | $4,645-95.8% |