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 4-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 | $12,297 | $60,892-79.8% | $82,389-85.1% | $84,808-85.5% |
| Participation rate | 10.3% | 63.3%-52.9pp | 69.5%-59.2pp | 68.3%-58.0pp |
| Annual return | 20.34% | 37.29%-17.0pp | 28.67%-8.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $265 | $3,179-91.7% | $4,155-93.6% | $4,212-93.7% |
| Admin fee / account holder | $45 | $5,467-99.2% | $7,231-99.4% | $7,344-99.4% |