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 | $21,970 | $129,942-83.1% | $104,294-78.9% | $134,475-83.7% |
| Participation rate | 61.1% | 79.5%-18.4pp | 73.3%-12.1pp | 81.2%-20.1pp |
| Annual return | -11.96% | 42.03%-54.0pp | 24.61%-36.6pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,138 | $4,184-72.8% | $3,372-66.3% | $4,740-76.0% |
| Participant deferral / active EE | $1,317 | $5,588-76.4% | $4,625-71.5% | $6,400-79.4% |
| Admin fee / account holder | $19 | $9,323-99.8% | $7,339-99.7% | $11,426-99.8% |