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 5-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 | $32,453 | $68,719-52.8% | $91,541-64.5% | $84,808-61.7% |
| Participation rate | 26.5% | 64.5%-38.0pp | 69.8%-43.2pp | 68.3%-41.8pp |
| Annual return | 18.02% | 19.12%-1.1pp | 20.50%-2.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $43 | $3,136-98.6% | $4,008-98.9% | $4,212-99.0% |
| Admin fee / account holder | $166 | $5,786-97.1% | $6,956-97.6% | $7,344-97.7% |