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 8-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 | $22,321 | $64,707-65.5% | $112,228-80.1% | $68,494-67.4% |
| Participation rate | 28.0% | 67.2%-39.2pp | 75.1%-47.1pp | 67.9%-39.9pp |
| Annual return | -16.43% | -11.40%-5.0pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $774 | $2,746-71.8% | $3,635-78.7% | $2,596-70.2% |
| Participant deferral / active EE | $967 | $3,565-72.9% | $4,728-79.5% | $4,027-76.0% |
| Admin fee / account holder | $21 | $5,232-99.6% | $6,410-99.7% | $5,403-99.6% |