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 | $36,353 | $63,764-43.0% | $81,930-55.6% | $79,858-54.5% |
| Participation rate | 41.3% | 67.5%-26.2pp | 72.0%-30.7pp | 69.6%-28.3pp |
| Annual return | 14.01% | 22.66%-8.7pp | 29.49%-15.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $529 | $1,795-70.5% | $4,310-87.7% | $2,471-78.6% |
| Participant deferral / active EE | $880 | $2,780-68.4% | $7,107-87.6% | $3,740-76.5% |
| Admin fee / account holder | $36 | $4,426-99.2% | $5,158-99.3% | $5,306-99.3% |