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 | $8,254 | $60,892-86.4% | $82,389-90.0% | $84,808-90.3% |
| Participation rate | 20.0% | 63.3%-43.3pp | 69.5%-49.5pp | 68.3%-48.3pp |
| Annual return | 21.54% | 37.29%-15.8pp | 28.67%-7.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $645 | $3,179-79.7% | $4,155-84.5% | $4,212-84.7% |
| Admin fee / account holder | $49 | $5,467-99.1% | $7,231-99.3% | $7,344-99.3% |