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 4-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 | $10,468 | $107,452-90.3% | $91,541-88.6% | $142,382-92.6% |
| Participation rate | 8.3% | 75.1%-66.7pp | 69.8%-61.4pp | 80.1%-71.8pp |
| Annual return | 25.07% | 22.06%+3.0pp | 20.50%+4.6pp | 217.08%-192.0pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $192 | $4,754-96.0% | $4,008-95.2% | $6,507-97.1% |
| Admin fee / account holder | $37 | $8,834-99.6% | $6,956-99.5% | $12,624-99.7% |