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 | $32,609 | $117,841-72.3% | $102,423-68.2% | $145,922-77.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 14.77% | 31.65%-16.9pp | 29.32%-14.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $865 | $3,615-76.1% | $3,023-71.4% | $4,660-81.4% |
| Participant deferral / active EE | $1,728 | $5,731-69.8% | $5,053-65.8% | $6,688-74.2% |
| Admin fee / account holder | $112 | $13,326-99.2% | $9,451-98.8% | $13,397-99.2% |