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 9-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 | $42,276 | $82,664-48.9% | $125,339-66.3% | $68,494-38.3% |
| Participation rate | 40.7% | 75.0%-34.3pp | 82.4%-41.6pp | 67.9%-27.1pp |
| Annual return | -17.86% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $784 | $3,381-76.8% | $4,814-83.7% | $2,596-69.8% |
| Participant deferral / active EE | $1,911 | $6,110-68.7% | $7,446-74.3% | $4,027-52.5% |
| Admin fee / account holder | $214 | $6,275-96.6% | $10,010-97.9% | $5,403-96.0% |