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 9-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 | $18,526 | $64,480-71.3% | $81,382-77.2% | $80,856-77.1% |
| Participation rate | 51.9% | 63.9%-12.0pp | 69.5%-17.6pp | 67.6%-15.8pp |
| Annual return | 14.01% | 16.34%-2.3pp | 24.73%-10.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $619 | $1,978-68.7% | $2,463-74.9% | $2,755-77.5% |
| Participant deferral / active EE | $1,027 | $3,094-66.8% | $3,883-73.5% | $4,296-76.1% |
| Admin fee / account holder | $54 | $5,671-99.0% | $5,768-99.1% | $6,918-99.2% |