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 | $18,339 | $52,681-65.2% | $75,781-75.8% | $59,632-69.2% |
| Participation rate | 13.6% | 67.2%-53.6pp | 75.8%-62.2pp | 68.7%-55.0pp |
| Annual return | -2.46% | 2.95%-5.4pp | 9.68%-12.1pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $431 | $2,193-80.3% | $3,323-87.0% | $2,203-80.4% |
| Participant deferral / active EE | $440 | $2,591-83.0% | $3,651-87.9% | $3,192-86.2% |
| Admin fee / account holder | $235 | $3,610-93.5% | $5,299-95.6% | $4,297-94.5% |