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 | $35,008 | $54,705-36.0% | $71,209-50.8% | $84,808-58.7% |
| Participation rate | 19.4% | 64.1%-44.7pp | 73.8%-54.4pp | 68.3%-49.0pp |
| Annual return | 13.50% | 35.90%-22.4pp | 282.51%-269.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $392 | $2,158-81.8% | $2,721-85.6% | $2,631-85.1% |
| Participant deferral / active EE | $478 | $3,030-84.2% | $4,175-88.5% | $4,212-88.6% |
| Admin fee / account holder | $77 | $4,863-98.4% | $5,349-98.6% | $7,344-99.0% |