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 9-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 | $15,244 | $92,703-83.6% | $82,719-81.6% | $134,475-88.7% |
| Participation rate | 26.1% | 75.2%-49.1pp | 72.6%-46.5pp | 81.2%-55.1pp |
| Annual return | -17.78% | 944.92%-962.7pp | 701.18%-719.0pp | 417.96%-435.7pp |
| Employer contribution / active EE | $328 | $3,274-90.0% | $3,009-89.1% | $4,740-93.1% |
| Participant deferral / active EE | $656 | $4,802-86.3% | $4,395-85.1% | $6,400-89.7% |
| Admin fee / account holder | $54 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |