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 9-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 | $39,794 | $65,041-38.8% | $90,951-56.2% | $79,858-50.2% |
| Participation rate | 46.5% | 61.6%-15.1pp | 69.0%-22.5pp | 69.6%-23.1pp |
| Annual return | 13.70% | 30.45%-16.7pp | 134.60%-120.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,011 | $2,512-59.7% | $3,373-70.0% | $3,740-73.0% |
| Admin fee / account holder | $233 | $4,536-94.9% | $5,959-96.1% | $5,306-95.6% |