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 7-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 | $23,907 | $114,237-79.1% | $119,258-80.0% | $167,490-85.7% |
| Participation rate | 42.9% | 83.7%-40.9pp | 82.7%-39.9pp | 82.1%-39.2pp |
| Annual return | 13.58% | 29.87%-16.3pp | 30.69%-17.1pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,403 | $4,481-68.7% | $4,384-68.0% | $4,837-71.0% |
| Participant deferral / active EE | $1,901 | $6,084-68.8% | $6,111-68.9% | $6,341-70.0% |
| Admin fee / account holder | $124 | $8,932-98.6% | $7,226-98.3% | $12,309-99.0% |