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 5-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 | $67,702 | $100,923-32.9% | $150,045-54.9% | $74,304-8.9% |
| Participation rate | 2.0% | 70.1%-68.1pp | 82.3%-80.3pp | 60.3%-58.3pp |
| Annual return | 24.63% | 51.77%-27.1pp | 62.55%-37.9pp | 29.43%-4.8pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $398 | $6,709-94.1% | $7,997-95.0% | $3,767-89.4% |
| Admin fee / account holder | $236 | $2,767-91.5% | $13,435-98.2% | $2,969-92.0% |