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 | $8,547 | $80,717-89.4% | $154,803-94.5% | $84,808-89.9% |
| Participation rate | 17.1% | 66.8%-49.7pp | 78.1%-60.9pp | 68.3%-51.2pp |
| Annual return | 18.38% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $486 | $3,303-85.3% | $5,540-91.2% | $4,212-88.5% |
| Admin fee / account holder | $134 | $6,746-98.0% | $14,329-99.1% | $7,344-98.2% |