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 3-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 | $12,424 | $51,576-75.9% | $129,207-90.4% | $80,856-84.6% |
| Participation rate | 2.9% | 57.0%-54.0pp | 69.6%-66.7pp | 67.6%-64.7pp |
| Annual return | 16.76% | 20.81%-4.1pp | 9417.33%-9400.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $142 | $2,669-94.7% | $4,168-96.6% | $4,296-96.7% |
| Admin fee / account holder | $42 | $4,305-99.0% | $7,715-99.5% | $6,918-99.4% |