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 6-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 | $46,092 | $175,600-73.8% | $129,110-64.3% | $134,475-65.7% |
| Participation rate | 33.3% | 81.6%-48.2pp | 77.3%-43.9pp | 81.2%-47.9pp |
| Annual return | 130.95% | -11.39%+142.3pp | -10.94%+141.9pp | 417.96%-287.0pp |
| Employer contribution / active EE | $1,467 | $6,355-76.9% | $5,052-71.0% | $4,740-69.1% |
| Participant deferral / active EE | $1,726 | $7,975-78.4% | $6,542-73.6% | $6,400-73.0% |
| Admin fee / account holder | $135 | $23,567-99.4% | $14,302-99.1% | $11,426-98.8% |