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 | $42,681 | $106,543-59.9% | $91,220-53.2% | $134,475-68.3% |
| Participation rate | 41.2% | 76.8%-35.6pp | 73.2%-32.0pp | 81.2%-40.0pp |
| Annual return | -16.49% | 160.60%-177.1pp | 114.01%-130.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $473 | $4,719-90.0% | $4,234-88.8% | $6,400-92.6% |
| Admin fee / account holder | $224 | $6,231-96.4% | $5,420-95.9% | $11,426-98.0% |