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 3-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 | $25,897 | $65,241-60.3% | $126,539-79.5% | $85,563-69.7% |
| Participation rate | 2.8% | 48.6%-45.8pp | 69.8%-67.0pp | 66.0%-63.2pp |
| Annual return | 15.55% | 42.19%-26.6pp | 425.95%-410.4pp | 31.51%-16.0pp |
| Employer contribution / active EE | $0 | $1,937-100.0% | $3,674-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $237 | $3,032-92.2% | $4,083-94.2% | $4,375-94.6% |
| Admin fee / account holder | $0 | $1,031-100.0% | $6,065-100.0% | $834-100.0% |