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 7-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 | $26,619 | $80,673-67.0% | $101,326-73.7% | $84,808-68.6% |
| Participation rate | 30.4% | 77.8%-47.3pp | 81.5%-51.1pp | 68.3%-37.9pp |
| Annual return | 17.73% | 38.95%-21.2pp | 36.82%-19.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,271 | $2,698-52.9% | $3,665-65.3% | $2,631-51.7% |
| Participant deferral / active EE | $1,355 | $6,840-80.2% | $7,994-83.1% | $4,212-67.8% |
| Admin fee / account holder | $142 | $12,784-98.9% | $11,185-98.7% | $7,344-98.1% |