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 3-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 | $3,131 | $54,705-94.3% | $71,209-95.6% | $84,808-96.3% |
| Participation rate | 32.6% | 64.1%-31.5pp | 73.8%-41.1pp | 68.3%-35.7pp |
| Annual return | 31.16% | 35.90%-4.7pp | 282.51%-251.4pp | 40.90%-9.7pp |
| Employer contribution / active EE | $284 | $2,158-86.8% | $2,721-89.5% | $2,631-89.2% |
| Participant deferral / active EE | $518 | $3,030-82.9% | $4,175-87.6% | $4,212-87.7% |
| Admin fee / account holder | $199 | $4,863-95.9% | $5,349-96.3% | $7,344-97.3% |