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 | $30,542 | $112,096-72.8% | $95,952-68.2% | $158,922-80.8% |
| Participation rate | 55.0% | 79.0%-24.0pp | 77.1%-22.1pp | 82.0%-27.0pp |
| Annual return | 18.92% | 171.09%-152.2pp | 91.61%-72.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,045 | $3,198-67.3% | $2,541-58.9% | $4,761-78.1% |
| Participant deferral / active EE | $1,448 | $4,784-69.7% | $4,167-65.3% | $5,982-75.8% |
| Admin fee / account holder | $220 | $10,130-97.8% | $6,795-96.8% | $11,246-98.0% |