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 | $11,075 | $81,248-86.4% | $155,509-92.9% | $80,856-86.3% |
| Participation rate | 17.0% | 66.2%-49.2pp | 78.2%-61.1pp | 67.6%-50.6pp |
| Annual return | 53.43% | 33.31%+20.1pp | 64.67%-11.2pp | 35.59%+17.8pp |
| Employer contribution / active EE | $504 | $3,100-83.7% | $4,672-89.2% | $2,755-81.7% |
| Participant deferral / active EE | $876 | $3,452-74.6% | $5,626-84.4% | $4,296-79.6% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |