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 | $3,873 | $54,705-92.9% | $71,209-94.6% | $84,808-95.4% |
| Participation rate | 23.3% | 64.1%-40.8pp | 73.8%-50.5pp | 68.3%-45.0pp |
| Annual return | 20.49% | 35.90%-15.4pp | 282.51%-262.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $272 | $3,030-91.0% | $4,175-93.5% | $4,212-93.5% |
| Admin fee / account holder | $153 | $4,863-96.9% | $5,349-97.1% | $7,344-97.9% |