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 10-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 | $29,543 | $45,035-34.4% | $62,995-53.1% | $70,131-57.9% |
| Participation rate | 13.2% | 69.5%-56.4pp | 74.8%-61.6pp | 69.5%-56.4pp |
| Annual return | 14.67% | 18.76%-4.1pp | 87.57%-72.9pp | 73.14%-58.5pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $456 | $2,465-81.5% | $3,329-86.3% | $3,332-86.3% |
| Admin fee / account holder | $11 | $2,834-99.6% | $3,600-99.7% | $4,645-99.8% |