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 | $50,429 | $82,664-39.0% | $125,339-59.8% | $68,494-26.4% |
| Participation rate | 48.1% | 75.0%-26.9pp | 82.4%-34.2pp | 67.9%-19.7pp |
| Annual return | -15.30% | -5.97%-9.3pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,001 | $3,381-70.4% | $4,814-79.2% | $2,596-61.4% |
| Participant deferral / active EE | $1,995 | $6,110-67.3% | $7,446-73.2% | $4,027-50.5% |
| Admin fee / account holder | $268 | $6,275-95.7% | $10,010-97.3% | $5,403-95.0% |