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 | $104,627 | $133,958-21.9% | $112,228-6.8% | $134,475-22.2% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | -15.90% | 47.11%-63.0pp | 27.45%-43.4pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,026 | $4,038-74.6% | $3,635-71.8% | $4,740-78.4% |
| Participant deferral / active EE | $1,283 | $5,291-75.8% | $4,728-72.9% | $6,400-80.0% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |