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 | $14,777 | $117,983-87.5% | $101,794-85.5% | $142,382-89.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 21.98% | 36.92%-14.9pp | 30.53%-8.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $658 | $2,773-76.3% | $2,289-71.2% | $4,299-84.7% |
| Participant deferral / active EE | $794 | $4,714-83.2% | $4,084-80.6% | $6,507-87.8% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |