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 6-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 | $12,900 | $56,114-77.0% | $96,139-86.6% | $85,850-85.0% |
| Participation rate | 23.9% | 56.7%-32.8pp | 68.4%-44.5pp | 69.3%-45.4pp |
| Annual return | 17.65% | 42.30%-24.7pp | 191.94%-174.3pp | 318.53%-300.9pp |
| Employer contribution / active EE | $401 | $1,620-75.3% | $2,797-85.7% | $2,565-84.4% |
| Participant deferral / active EE | $726 | $2,859-74.6% | $4,349-83.3% | $3,952-81.6% |
| Admin fee / account holder | $51 | $3,768-98.7% | $5,537-99.1% | $6,260-99.2% |