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 | $35,400 | $34,308+3.2% | $74,701-52.6% | $72,985-51.5% |
| Participation rate | 17.9% | 42.4%-24.5pp | 54.5%-36.6pp | 69.5%-51.6pp |
| Annual return | 18.67% | 26.58%-7.9pp | 752.92%-734.2pp | 81.00%-62.3pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $267 | $1,271-79.0% | $1,964-86.4% | $3,607-92.6% |
| Admin fee / account holder | $104 | $2,124-95.1% | $3,333-96.9% | $5,124-98.0% |