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 | $29,908 | $76,000-60.6% | $154,107-80.6% | $64,186-53.4% |
| Participation rate | 22.2% | 70.4%-48.2pp | 83.0%-60.8pp | 69.6%-47.3pp |
| Annual return | -6.84% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $739 | $3,175-76.7% | $5,081-85.5% | $3,470-78.7% |
| Admin fee / account holder | $37 | $5,596-99.3% | $13,411-99.7% | $4,888-99.3% |