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 4-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 | $31,639 | $107,452-70.6% | $91,541-65.4% | $142,382-77.8% |
| Participation rate | 16.7% | 75.1%-58.4pp | 69.8%-53.1pp | 80.1%-63.5pp |
| Annual return | 23.25% | 22.06%+1.2pp | 20.50%+2.7pp | 217.08%-193.8pp |
| Employer contribution / active EE | $361 | $2,994-87.9% | $2,505-85.6% | $4,299-91.6% |
| Participant deferral / active EE | $722 | $4,754-84.8% | $4,008-82.0% | $6,507-88.9% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |