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 | $32,150 | $58,778-45.3% | $129,207-75.1% | $77,643-58.6% |
| Participation rate | 3.9% | 59.2%-55.3pp | 69.6%-65.7pp | 70.6%-66.7pp |
| Annual return | 19.95% | 24.73%-4.8pp | 9417.33%-9397.4pp | 31.24%-11.3pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,153-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $193 | $3,212-94.0% | $4,168-95.4% | $4,647-95.8% |
| Admin fee / account holder | $32 | $589-94.5% | $7,715-99.6% | $430-92.5% |