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 | $16,086 | $45,073-64.3% | $69,455-76.8% | $72,985-78.0% |
| Participation rate | 15.7% | 68.5%-52.8pp | 74.6%-58.9pp | 69.5%-53.8pp |
| Annual return | 25.05% | 22.65%+2.4pp | 28.97%-3.9pp | 81.00%-56.0pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $614 | $2,602-76.4% | $3,535-82.6% | $3,607-83.0% |
| Admin fee / account holder | $215 | $3,056-93.0% | $3,839-94.4% | $5,124-95.8% |