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 | $95,117 | $96,635-1.6% | $86,612+9.8% | $139,434-31.8% |
| Participation rate | 18.2% | 74.4%-56.2pp | 71.7%-53.5pp | 80.3%-62.1pp |
| Annual return | 15.62% | 106.41%-90.8pp | 591.07%-575.5pp | 372.94%-357.3pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $550 | $4,836-88.6% | $4,438-87.6% | $6,710-91.8% |
| Admin fee / account holder | $74 | $6,408-98.8% | $5,614-98.7% | $11,403-99.3% |