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 8-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 | $24,749 | $64,839-61.8% | $95,585-74.1% | $84,808-70.8% |
| Participation rate | 25.0% | 63.8%-38.8pp | 72.1%-47.1pp | 68.3%-43.3pp |
| Annual return | 13.45% | -670.96%+684.4pp | 38.56%-25.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $489 | $1,759-72.2% | $2,527-80.7% | $2,631-81.4% |
| Participant deferral / active EE | $712 | $2,965-76.0% | $4,023-82.3% | $4,212-83.1% |
| Admin fee / account holder | $0 | $5,964-100.0% | $6,127-100.0% | $7,344-100.0% |