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 8-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 | $126,877 | $102,317+24.0% | $146,958-13.7% | $80,856+56.9% |
| Participation rate | 48.9% | 75.8%-26.9pp | 82.2%-33.2pp | 67.6%-18.7pp |
| Annual return | 16.19% | 134.76%-118.6pp | 418.34%-402.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,098 | $3,713-70.4% | $4,933-77.7% | $2,755-60.1% |
| Participant deferral / active EE | $2,317 | $6,644-65.1% | $8,070-71.3% | $4,296-46.1% |
| Admin fee / account holder | $5 | $7,941-99.9% | $12,998-100.0% | $6,918-99.9% |