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 | $25,412 | $52,406-51.5% | $129,207-80.3% | $74,495-65.9% |
| Participation rate | 2.6% | 53.8%-51.2pp | 69.6%-67.0pp | 67.2%-64.6pp |
| Annual return | 13.12% | 15.66%-2.5pp | 9417.33%-9404.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $56 | $2,794-98.0% | $4,168-98.7% | $4,346-98.7% |
| Admin fee / account holder | $69 | $2,633-97.4% | $7,715-99.1% | $1,942-96.4% |