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 | $21,088 | $96,635-78.2% | $86,612-75.7% | $139,434-84.9% |
| Participation rate | 36.4% | 74.4%-38.0pp | 71.7%-35.3pp | 80.3%-44.0pp |
| Annual return | 16.38% | 106.41%-90.0pp | 591.07%-574.7pp | 372.94%-356.6pp |
| Employer contribution / active EE | $655 | $3,263-79.9% | $3,022-78.3% | $4,751-86.2% |
| Participant deferral / active EE | $763 | $4,836-84.2% | $4,438-82.8% | $6,710-88.6% |
| Admin fee / account holder | $72 | $6,408-98.9% | $5,614-98.7% | $11,403-99.4% |