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 | $7,447 | $85,022-91.2% | $70,515-89.4% | $139,434-94.7% |
| Participation rate | 52.2% | 73.9%-21.7pp | 68.3%-16.2pp | 80.3%-28.1pp |
| Annual return | 24.06% | 30.38%-6.3pp | 32.77%-8.7pp | 372.94%-348.9pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $867 | $5,890-85.3% | $4,567-81.0% | $6,710-87.1% |
| Admin fee / account holder | $76 | $8,906-99.1% | $6,412-98.8% | $11,403-99.3% |