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 | $33,953 | $85,202-60.1% | $172,739-80.3% | $72,985-53.5% |
| Participation rate | 6.9% | 70.1%-63.2pp | 82.6%-75.7pp | 69.5%-62.6pp |
| Annual return | 17.38% | 27.32%-9.9pp | 802.84%-785.5pp | 81.00%-63.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $174 | $3,260-94.7% | $5,198-96.7% | $3,607-95.2% |
| Admin fee / account holder | $185 | $5,884-96.9% | $13,954-98.7% | $5,124-96.4% |