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 | $21,092 | $65,409-67.8% | $98,442-78.6% | $85,850-75.4% |
| Participation rate | 27.8% | 65.0%-37.2pp | 73.3%-45.6pp | 69.3%-41.5pp |
| Annual return | 29.26% | 21.76%+7.5pp | 1492.73%-1463.5pp | 318.53%-289.3pp |
| Employer contribution / active EE | $266 | $2,168-87.7% | $2,960-91.0% | $2,565-89.6% |
| Participant deferral / active EE | $394 | $3,166-87.6% | $4,276-90.8% | $3,952-90.0% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |