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 | $32,462 | $59,805-45.7% | $79,550-59.2% | $68,494-52.6% |
| Participation rate | 16.2% | 61.1%-44.8pp | 69.5%-53.3pp | 67.9%-51.7pp |
| Annual return | -18.39% | -12.30%-6.1pp | 0.16%-18.6pp | -7.84%-10.5pp |
| Employer contribution / active EE | $506 | $1,505-66.4% | $2,413-79.0% | $2,596-80.5% |
| Participant deferral / active EE | $852 | $3,024-71.8% | $3,985-78.6% | $4,027-78.9% |
| Admin fee / account holder | $115 | $4,835-97.6% | $6,832-98.3% | $5,403-97.9% |