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 | $13,753 | $68,719-80.0% | $91,541-85.0% | $84,808-83.8% |
| Participation rate | 32.4% | 64.5%-32.2pp | 69.8%-37.4pp | 68.3%-36.0pp |
| Annual return | 21.23% | 19.12%+2.1pp | 20.50%+0.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $597 | $1,920-68.9% | $2,505-76.2% | $2,631-77.3% |
| Participant deferral / active EE | $690 | $3,136-78.0% | $4,008-82.8% | $4,212-83.6% |
| Admin fee / account holder | $17 | $5,786-99.7% | $6,956-99.8% | $7,344-99.8% |