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 3-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 | $28,860 | $80,717-64.2% | $154,803-81.4% | $84,808-66.0% |
| Participation rate | 7.8% | 66.8%-59.0pp | 78.1%-70.2pp | 68.3%-60.5pp |
| Annual return | 21.79% | 37.96%-16.2pp | 58.88%-37.1pp | 40.90%-19.1pp |
| Employer contribution / active EE | $382 | $2,761-86.2% | $4,305-91.1% | $2,631-85.5% |
| Participant deferral / active EE | $457 | $3,303-86.2% | $5,540-91.8% | $4,212-89.2% |
| Admin fee / account holder | $144 | $6,746-97.9% | $14,329-99.0% | $7,344-98.0% |