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 | $77,542 | $95,971-19.2% | $74,550+4.0% | $135,375-42.7% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -4.71% | 56.96%-61.7pp | 32.53%-37.2pp | 519.73%-524.4pp |
| Employer contribution / active EE | $637 | $2,716-76.6% | $1,961-67.5% | $4,779-86.7% |
| Participant deferral / active EE | $665 | $3,843-82.7% | $3,108-78.6% | $5,609-88.1% |
| Admin fee / account holder | $214 | $6,522-96.7% | $5,060-95.8% | $10,827-98.0% |