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 10-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 | $21,021 | $52,681-60.1% | $75,781-72.3% | $59,632-64.7% |
| Participation rate | 45.5% | 67.2%-21.8pp | 75.8%-30.4pp | 68.7%-23.2pp |
| Annual return | -0.94% | 2.95%-3.9pp | 9.68%-10.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $430 | $2,193-80.4% | $3,323-87.1% | $2,203-80.5% |
| Participant deferral / active EE | $752 | $2,591-71.0% | $3,651-79.4% | $3,192-76.5% |
| Admin fee / account holder | $25 | $3,610-99.3% | $5,299-99.5% | $4,297-99.4% |