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 | $40,286 | $91,190-55.8% | $178,490-77.4% | $79,858-49.6% |
| Participation rate | 6.5% | 69.2%-62.7pp | 81.9%-75.5pp | 69.6%-63.2pp |
| Annual return | 13.54% | 24.19%-10.7pp | 151.07%-137.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $336 | $3,236-89.6% | $5,202-93.5% | $3,740-91.0% |
| Admin fee / account holder | $60 | $6,751-99.1% | $13,984-99.6% | $5,306-98.9% |