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 | $30,231 | $106,515-71.6% | $96,683-68.7% | $139,434-78.3% |
| Participation rate | 30.4% | 77.8%-47.4pp | 74.3%-43.9pp | 80.3%-49.9pp |
| Annual return | 16.90% | 38.43%-21.5pp | 35.69%-18.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $880 | $4,103-78.6% | $3,737-76.5% | $4,751-81.5% |
| Participant deferral / active EE | $1,100 | $5,454-79.8% | $4,878-77.5% | $6,710-83.6% |
| Admin fee / account holder | $21 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |