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 | $61,778 | $129,217-52.2% | $93,406-33.9% | $158,922-61.1% |
| Participation rate | 9.1% | 71.0%-61.9pp | 66.8%-57.7pp | 82.0%-72.9pp |
| Annual return | 17.42% | 118.21%-100.8pp | 78.05%-60.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $264 | $2,711-90.3% | $2,075-87.3% | $4,761-94.5% |
| Participant deferral / active EE | $325 | $3,909-91.7% | $3,126-89.6% | $5,982-94.6% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,246-100.0% |