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 | $34,111 | $85,766-60.2% | $136,294-75.0% | $70,131-51.4% |
| Participation rate | 35.7% | 74.2%-38.4pp | 81.9%-46.2pp | 69.5%-33.8pp |
| Annual return | 14.65% | 31.45%-16.8pp | 5155.94%-5141.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,500 | $5,051-70.3% | $6,247-76.0% | $3,332-55.0% |
| Admin fee / account holder | $217 | $5,420-96.0% | $9,243-97.6% | $4,645-95.3% |