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 | $9,937 | $57,281-82.7% | $86,612-88.5% | $75,163-86.8% |
| Participation rate | 37.0% | 63.2%-26.2pp | 71.7%-34.7pp | 67.2%-30.2pp |
| Annual return | 18.55% | 2670.75%-2652.2pp | 591.07%-572.5pp | 160.62%-142.1pp |
| Employer contribution / active EE | $607 | $2,314-73.8% | $3,022-79.9% | $2,670-77.3% |
| Participant deferral / active EE | $821 | $3,318-75.3% | $4,438-81.5% | $4,125-80.1% |
| Admin fee / account holder | $22 | $4,112-99.5% | $5,614-99.6% | $5,651-99.6% |