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 | $70,079 | $162,781-56.9% | $133,956-47.7% | $158,922-55.9% |
| Participation rate | 30.8% | 83.2%-52.5pp | 79.8%-49.1pp | 82.0%-51.2pp |
| Annual return | 27.51% | 41.94%-14.4pp | 45.09%-17.6pp | 302.83%-275.3pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $608 | $5,911-89.7% | $5,048-88.0% | $5,982-89.8% |
| Admin fee / account holder | $2 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |