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 | $7,828 | $96,635-91.9% | $86,612-91.0% | $139,434-94.4% |
| Participation rate | 61.5% | 74.4%-12.9pp | 71.7%-10.2pp | 80.3%-18.8pp |
| Annual return | 17.00% | 106.41%-89.4pp | 591.07%-574.1pp | 372.94%-355.9pp |
| Employer contribution / active EE | $388 | $3,263-88.1% | $3,022-87.2% | $4,751-91.8% |
| Participant deferral / active EE | $821 | $4,836-83.0% | $4,438-81.5% | $6,710-87.8% |
| Admin fee / account holder | $114 | $6,408-98.2% | $5,614-98.0% | $11,403-99.0% |