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 | $23,082 | $110,257-79.1% | $96,544-76.1% | $139,434-83.4% |
| Participation rate | 38.9% | 78.1%-39.2pp | 76.0%-37.1pp | 80.3%-41.4pp |
| Annual return | 17.06% | 26.32%-9.3pp | 25.84%-8.8pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,441 | $3,620-60.2% | $2,965-51.4% | $4,751-69.7% |
| Participant deferral / active EE | $1,500 | $5,548-73.0% | $4,851-69.1% | $6,710-77.6% |
| Admin fee / account holder | $263 | $11,591-97.7% | $8,252-96.8% | $11,403-97.7% |