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 | $74,994 | $105,181-28.7% | $159,436-53.0% | $85,850-12.6% |
| Participation rate | 18.8% | 75.8%-57.0pp | 82.8%-64.1pp | 69.3%-50.6pp |
| Annual return | 24.27% | 45.07%-20.8pp | 263.57%-239.3pp | 318.53%-294.3pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,156 | $5,945-63.7% | $7,352-70.7% | $3,952-45.4% |
| Admin fee / account holder | $13 | $6,933-99.8% | $10,799-99.9% | $6,260-99.8% |