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 | $50,927 | $55,706-8.6% | $75,886-32.9% | $72,985-30.2% |
| Participation rate | 20.0% | 61.1%-41.1pp | 69.3%-49.3pp | 69.5%-49.5pp |
| Annual return | 17.24% | 27.59%-10.4pp | 30.76%-13.5pp | 81.00%-63.8pp |
| Employer contribution / active EE | $336 | $1,687-80.1% | $2,500-86.5% | $2,440-86.2% |
| Participant deferral / active EE | $878 | $2,634-66.7% | $3,603-75.6% | $3,607-75.7% |
| Admin fee / account holder | $255 | $3,978-93.6% | $5,418-95.3% | $5,124-95.0% |