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 | $19,897 | $106,890-81.4% | $84,015-76.3% | $152,861-87.0% |
| Participation rate | 30.8% | 75.2%-44.5pp | 69.0%-38.2pp | 82.4%-51.7pp |
| Annual return | 28.42% | 104.99%-76.6pp | 71.31%-42.9pp | 345.32%-316.9pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $972 | $4,011-75.8% | $3,239-70.0% | $5,850-83.4% |
| Admin fee / account holder | $84 | $8,285-99.0% | $6,101-98.6% | $11,596-99.3% |