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 | $19,333 | $49,173-60.7% | $121,098-84.0% | $75,163-74.3% |
| Participation rate | 20.6% | 55.4%-34.8pp | 69.5%-48.9pp | 67.2%-46.6pp |
| Annual return | 20.50% | 55.99%-35.5pp | 985.75%-965.2pp | 160.62%-140.1pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $513 | $2,628-80.5% | $4,080-87.4% | $4,125-87.6% |
| Admin fee / account holder | $81 | $3,942-98.0% | $5,644-98.6% | $5,651-98.6% |