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 | $28,987 | $54,762-47.1% | $90,281-67.9% | $72,985-60.3% |
| Participation rate | 46.7% | 65.1%-18.5pp | 73.3%-26.6pp | 69.5%-22.8pp |
| Annual return | 19.81% | 30.63%-10.8pp | 78.10%-58.3pp | 81.00%-61.2pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $656 | $2,887-77.3% | $3,885-83.1% | $3,607-81.8% |
| Admin fee / account holder | $263 | $3,972-93.4% | $5,351-95.1% | $5,124-94.9% |