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 9-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 | $19,586 | $81,248-75.9% | $155,509-87.4% | $80,856-75.8% |
| Participation rate | 42.3% | 66.2%-23.9pp | 78.2%-35.9pp | 67.6%-25.3pp |
| Annual return | 90.86% | 33.31%+57.6pp | 64.67%+26.2pp | 35.59%+55.3pp |
| Employer contribution / active EE | $444 | $3,100-85.7% | $4,672-90.5% | $2,755-83.9% |
| Participant deferral / active EE | $632 | $3,452-81.7% | $5,626-88.8% | $4,296-85.3% |
| Admin fee / account holder | $282 | $7,997-96.5% | $15,912-98.2% | $6,918-95.9% |