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 | $17,923 | $117,983-84.8% | $101,794-82.4% | $142,382-87.4% |
| Participation rate | 21.4% | 74.2%-52.8pp | 69.2%-47.8pp | 80.1%-58.7pp |
| Annual return | 20.26% | 36.92%-16.7pp | 30.53%-10.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $436 | $4,714-90.7% | $4,084-89.3% | $6,507-93.3% |
| Admin fee / account holder | $69 | $10,433-99.3% | $8,777-99.2% | $12,624-99.5% |