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 4-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 | $10,091 | $30,588-67.0% | $53,898-81.3% | $85,563-88.2% |
| Participation rate | 3.1% | 26.3%-23.2pp | 55.0%-51.8pp | 66.0%-62.8pp |
| Annual return | 24.19% | 50.42%-26.2pp | 528.60%-504.4pp | 31.51%-7.3pp |
| Employer contribution / active EE | $50 | $436-88.5% | $932-94.6% | $2,654-98.1% |
| Participant deferral / active EE | $55 | $848-93.5% | $1,826-97.0% | $4,375-98.7% |
| Admin fee / account holder | $56 | $1,879-97.0% | $2,491-97.8% | $834-93.3% |